Skip to content
Disclosery

Twelve Points Wealth Management LLC: REET position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Twelve Points Wealth Management LLC on REET, newest first. How the timeline and the estimate are built.

Twelve Points Wealth Management LLC held 31,936 REET shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,936 shares
    Change vs previous 13F +2,331 shares

    0.18% of the 13F portfolio, value $882,074.

    13F-HR 0001877090-26-000005 filed by Twelve Points Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 29,605 shares
    Change vs previous 13F +1,701 shares

    0.16% of the 13F portfolio, value $744,574.

    13F-HR 0001877090-26-000003 filed by Twelve Points Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 27,904 shares
    Change vs previous 13F +1,790 shares

    0.16% of the 13F portfolio, value $706,802.

    13F-HR 0001877090-26-000001 filed by Twelve Points Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 26,114 shares
    Change vs previous 13F +5,879 shares

    0.17% of the 13F portfolio, value $667,475.

    13F-HR 0001877090-25-000008 filed by Twelve Points Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 20,235 shares
    Change vs previous 13F +1,068 shares

    0.13% of the 13F portfolio, value $499,814.

    13F-HR 0001877090-25-000004 filed by Twelve Points Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 19,167 shares
    Change vs previous 13F +521 shares

    0.13% of the 13F portfolio, value $465,003.

    13F-HR 0001877090-25-000003 filed by Twelve Points Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 18,646 shares
    Change vs previous 13F -4,034 shares

    0.13% of the 13F portfolio, value $446,955.

    13F-HR 0001877090-25-000002 filed by Twelve Points Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 22,680 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $605,323.

    13F-HR 0001877090-24-000008 filed by Twelve Points Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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