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SC&H Financial Advisors, Inc.: REET position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SC&H Financial Advisors, Inc. on REET, newest first. How the timeline and the estimate are built.

SC&H Financial Advisors, Inc. held 111,670 REET shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 111,670 shares
    Change vs previous 13F +1,795 shares

    0.4% of the 13F portfolio, value $2,878,842.

    13F-HR 0001907898-26-000005 filed by SC&H Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 109,875 shares
    Change vs previous 13F +229 shares

    0.4% of the 13F portfolio, value $3,034,736.

    13F-HR 0001907898-26-000004 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 109,646 shares
    Change vs previous 13F -5,135 shares

    0.42% of the 13F portfolio, value $2,757,597.

    13F-HR 0001907898-26-000002 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 114,781 shares
    Change vs previous 13F -7,366 shares

    0.44% of the 13F portfolio, value $2,863,796.

    13F-HR 0001085146-26-000096 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 122,147 shares
    Change vs previous 13F -4,307 shares

    0.51% of the 13F portfolio, value $3,122,075.

    13F-HR 0001907898-25-000003 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 126,454 shares
    Change vs previous 13F -782 shares

    0.53% of the 13F portfolio, value $3,123,406.

    13F-HR 0001085146-25-003920 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 127,236 shares
    Change vs previous 13F -1,749 shares

    0.61% of the 13F portfolio, value $3,086,752.

    13F-HR 0001085146-25-002250 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 128,985 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $3,091,776.

    13F-HR 0001085146-25-000543 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).