EXENCIAL WEALTH ADVISORS, LLC's ownership history for REET

EXENCIAL WEALTH ADVISORS, LLC currently holds 67.6K shares with a market value of $1.7M. It started holding REET on 2024-09-30. At its peak, it held 78.7K shares on 2025-03-31. Its highest holding value was $1.9M on 2025-03-31. At its lowest, it held 64.5K shares on 2024-09-30, with a value of $1.7M on 2026-03-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 3.1K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 11.1K.