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Focus Partners Wealth: REET position timeline

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

Focus Partners Wealth held 283,703 REET shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 283,703 shares
    Change vs previous 13F -7,463 shares

    0.01% of the 13F portfolio, value $7,835,903.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 210,694 shares
    • Focus Partners Advisor Solutions, LLC: 73,009 shares

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

  2. period ended2026-03-31
    13F 291,166 shares
    Change vs previous 13F +65,247 shares

    0.01% of the 13F portfolio, value $7,322,845.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 219,806 shares
    • Focus Partners Advisor Solutions, LLC: 71,360 shares

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

  3. period ended2025-12-31
    13F 225,919 shares
    Change vs previous 13F -57,655 shares

    0.01% of the 13F portfolio, value $5,636,690.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 225,919 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 283,574 shares
    Change vs previous 13F -77,497 shares

    0.01% of the 13F portfolio, value $7,247,886.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 270,366 shares
    • Focus Partners Advisor Solutions, LLC: 13,208 shares

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

  5. period ended2025-06-30
    13F 361,071 shares
    Change vs previous 13F +79,711 shares

    0.02% of the 13F portfolio, value $8,918,441.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 276,997 shares
    • Focus Partners Advisor Solutions, LLC: 84,074 shares

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

  6. period ended2025-03-31
    13F/A 281,360 shares
    Change vs previous 13F +154,787 shares

    0.01% of the 13F portfolio, value $6,825,795.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 234,830 shares
    • Focus Partners Advisor Solutions, LLC: 46,530 shares

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

  7. period ended2024-12-31
    13F/A 126,573 shares
    Change vs previous 13F +67,400 shares

    0.01% of the 13F portfolio, value $3,033,969.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 77,649 shares
    • Focus Partners Advisor Solutions, LLC: 48,924 shares

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

  8. period ended2024-09-30
    13F 59,173 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,579,337.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 38,374 shares
    • Focus Partners Advisor Solutions, LLC: 20,799 shares

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