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Disclosery

Corient Private Wealth LP: REET position timeline

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

Corient Private Wealth LP held 279,868 REET 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 279,868 shares
    Change vs previous 13F -25,145 shares

    0.01% of the 13F portfolio, value $7,729,962.

    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 305,013 shares
    Change vs previous 13F -26,361 shares

    0.01% of the 13F portfolio, value $7,671,066.

    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 331,374 shares
    Change vs previous 13F +246,215 shares

    0.01% of the 13F portfolio, value $8,267,777.

    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 85,159 shares
    Change vs previous 13F -277,492 shares

    <0.01% of the 13F portfolio, value $2,176,658.

    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 362,651 shares
    Change vs previous 13F -33,575 shares

    0.01% of the 13F portfolio, value $8,957,487.

    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 396,226 shares
    Change vs previous 13F -41,248 shares

    0.02% of the 13F portfolio, value $9,612,458.

    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 437,474 shares
    Change vs previous 13F -6,043 shares

    0.02% of the 13F portfolio, value $10,486,258.

    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 443,517 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $11,837,465.

    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).