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Disclosery

Waldron Private Wealth LLC: REET position timeline

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

Waldron Private Wealth LLC held 328,005 REET shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 328,005 shares
    Change vs previous 13F -12,631 shares

    0.31% of the 13F portfolio, value $9,059,506.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth 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 340,636 shares
    Change vs previous 13F -18,211 shares

    0.33% of the 13F portfolio, value $8,567,008.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth 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 358,847 shares
    Change vs previous 13F -960 shares

    0.35% of the 13F portfolio, value $8,953,239.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth 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 359,807 shares
    Change vs previous 13F -23,189 shares

    0.37% of the 13F portfolio, value $9,196,661.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth 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 382,996 shares
    Change vs previous 13F -8,497 shares

    0.41% of the 13F portfolio, value $9,460,004.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth 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 391,493 shares
    Change vs previous 13F -107,544 shares

    0.45% of the 13F portfolio, value $9,497,621.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth 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 499,037 shares
    Change vs previous 13F -4,714 shares

    0.48% of the 13F portfolio, value $11,961,922.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth 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 503,751 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $13,448,083.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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