AC
REE

Annandale Capital’s REE Automotive REE Stock Holding History

Annandale Capital’s Portfolio REE Stock Details REE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-46,666
Closed -$124K – 140
2025
Q1 		$124K Hold
46,666
– – 0.01% 127
2024
Q4 		$412K Hold
46,666
– – 0.07% 97
2024
Q3 		$329K Buy
+46,666
New +$192K 0.05% 106
2024
Q2 		– Sell
-46,666
Closed -$273K – 138
2024
Q1 		$273K Hold
46,666
– – 0.05% 112
2023
Q4 		$240K Sell
46,666
-1
-0% -$4 0.05% 117
2023
Q3 		$205K Hold
46,667
– – 0.05% 114
2023
Q2 		$532K Hold
46,667
– – 0.15% 83
2023
Q1 		$456K Buy
46,667
+38,334
+460% +$492K 0.14% 94
2022
Q4 		$97K Hold
8,333
– – 0.03% 126
2022
Q3 		$170K Buy
+8,333
New +$287K 0.06% 120

Other funds holding REE

MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Annandale Capital's REE Position: Q2 2025 in Review

Annandale Capital sold out of REE Automotive (REE) in Q2 2025, closing a stake of 46,666 shares — an estimated $124K sold.

Annandale Capital first reported a position in REE in Q3 2022 and held it in 10 quarters. The position peaked at $532K in Q2 2023. 28 funds tracked by Wall St. Rank hold REE as of Q2 2025.

  • Annandale Capital reported no remaining REE Automotive position as of Q2 2025 after selling out during the quarter.
  • Annandale Capital sold 46,666 REE Automotive shares in Q2 2025, an estimated $124K.
  • Annandale Capital first reported a position in REE Automotive in Q3 2022 and held it in 10 quarters.
  • Annandale Capital's REE Automotive position peaked at $532K in Q2 2023.
  • 28 funds tracked by Wall St. Rank held REE Automotive as of Q2 2025.

Based on Annandale Capital's 13F filing for Q2 2025, filed 13 Aug 2025.