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Valmark Advisers, Inc.: REET position timeline

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

Valmark Advisers, Inc. held 6,667,766 REET shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,667,766 shares
    Change vs previous 13F +187,731 shares

    1.95% of the 13F portfolio, value $184,163,708.

    13F-HR 0001380443-26-000004 filed by Valmark Advisers, Inc.
    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 6,480,035 shares
    Change vs previous 13F +196,864 shares

    1.94% of the 13F portfolio, value $162,972,887.

    13F-HR 0001380443-26-000003 filed by Valmark Advisers, Inc.
    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 6,283,171 shares
    Change vs previous 13F +237,762 shares

    1.93% of the 13F portfolio, value $156,765,121.

    13F-HR 0001380443-26-000002 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,045,409 shares
    Change vs previous 13F +228,415 shares

    2% of the 13F portfolio, value $154,520,642.

    13F-HR 0001380443-25-000005 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,816,994 shares
    Change vs previous 13F +102,585 shares

    2% of the 13F portfolio, value $143,679,759.

    13F-HR 0001085146-25-004098 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,714,409 shares
    Change vs previous 13F +68,963 shares

    2.09% of the 13F portfolio, value $138,631,571.

    13F-HR 0001085146-25-002236 filed by Valmark Advisers, Inc.
    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 5,645,446 shares
    Change vs previous 13F +294,000 shares

    2.1% of the 13F portfolio, value $135,321,333.

    13F-HR 0001085146-25-000650 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,351,446 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $142,830,084.

    13F-HR 0001085146-24-005160 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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