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Wealthspire Advisors, LLC: REET position timeline

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

Wealthspire Advisors, LLC held 252,547 REET shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 252,547 shares
    Change vs previous 13F +11,777 shares

    0.04% of the 13F portfolio, value $6,975,337.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 240,770 shares
    Change vs previous 13F +28,159 shares

    0.05% of the 13F portfolio, value $6,055,371.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 212,611 shares
    Change vs previous 13F +11,042 shares

    0.04% of the 13F portfolio, value $5,304,640.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 201,569 shares
    Change vs previous 13F +8,768 shares

    0.03% of the 13F portfolio, value $5,152,097.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 192,801 shares
    Change vs previous 13F -7,605 shares

    0.03% of the 13F portfolio, value $4,762,180.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 200,406 shares
    Change vs previous 13F +3,627 shares

    0.03% of the 13F portfolio, value $4,861,847.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 196,779 shares
    Change vs previous 13F +7,576 shares

    0.05% of the 13F portfolio, value $4,716,792.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 189,203 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,049,835.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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