Position in RPT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,166,984
+$53,989 QoQ
Shares Held
150,485
-4.6% QoQ
Ownership
1.94%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#7
of 51 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Family Manage LLC holds $8,327,003 across 4 REIT - Mortgage names. RPT ranks #2 (26.0% of the industry book) .
All Filings in RPT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,166,984 | 150,485 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,112,995 | 157,804 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,600,274 | 156,832 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,233,967 | 886,495 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,877,285 | 695,291 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,126,695 | 741,009 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,226,724 | 749,739 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,192,253 | 358,034 | Shares | Sole | 2024-11-14 | |
| 2023-06-30 | $1,596,331 | 260,413 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,947,587 | 295,986 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,164,618 | 298,568 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,431,512 | 323,770 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,845,496 | 296,715 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,365,243 | 286,892 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,972,832 | 301,887 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,241,053 | 314,385 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,106,884 | 316,401 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,298,863 | 302,648 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,962,857 | 283,256 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,367,673 | 285,606 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,360,821 | 256,611 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,846,867 | 290,388 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||