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Disclosery

Corient Private Wealth LP: FTRE position timeline

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

Corient Private Wealth LP held 28,521 FTRE shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 28,521 shares
    Change vs previous 13F +17,852 shares

    <0.01% of the 13F portfolio, value $496,267.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 10,669 shares
    Change vs previous 13F -9,171 shares

    <0.01% of the 13F portfolio, value $100,503.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 19,840 shares
    Change vs previous 13F +354 shares

    <0.01% of the 13F portfolio, value $342,347.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 19,486 shares
    Change vs previous 13F -1,661 shares

    <0.01% of the 13F portfolio, value $164,073.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 21,147 shares
    Change vs previous 13F -2,583 shares

    <0.01% of the 13F portfolio, value $104,467.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 23,730 shares
    Change vs previous 13F +5,780 shares

    <0.01% of the 13F portfolio, value $179,163.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 17,950 shares
    Change vs previous 13F -1,263 shares

    <0.01% of the 13F portfolio, value $334,767.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 19,213 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $384,260.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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