737 tracked 13F filers disclose a position in XLRE as of the latest SEC 13F filings, a combined $5.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | $2.0B | 48.0M | ▲+7.8% Added · +3.5M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $297.8M | 7.3M | ▲+13% Added · +817K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $293.1M | 7.2M | ▼−64% Reduced · −12.7M sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $232.0M | 5.8M | ▲28× Added · +5.6M sh | Q1 2026 | |
| 5 | LPL Financial LLC | $168.1M | 4.1M | ▲+2.7% Added · +109K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $163.1M | 4.0M | ▲+2.8% Added · +110K sh | Q1 2026 | |
| 7 | Cassaday & Co Wealth Management LLC | $149.4M | 3.4M | ▲+2.1% Added · +71K sh | Q2 2026 | |
| 8 | TWO SIGMA INVESTMENTS, LP | $111.5M | 2.7M | ▼−52% Reduced · −3.0M sh | Q1 2026 | |
| 9 | UBS Group AG | $83.9M | 2.1M | ▲+38% Added · +563K sh | Q1 2026 | |
| 10 | Moss Adams Wealth Advisors LLC | $72.7M | 1.7M | ▲+3.8% Added · +61K sh | Q2 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $64.2M | 1.6M | ▼−32% Reduced · −755K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $56.1M | 1.4M | ▲+6.2% Added · +80K sh | Q1 2026 | |
| 13 | American Family Investments, Inc. | $55.8M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 14 | Baird Financial Group, Inc. | $52.6M | 1.3M | ▼−0.5% Reduced · −7K sh | Q1 2026 | |
| 15 | VICTORY CAPITAL MANAGEMENT INC | $49.9M | 1.2M | ▲+2.2% Added · +26K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $48.3M | 1.2M | ▼−4.0% Reduced · −49K sh | Q1 2026 | |
| 17 | Phoenix Financial Ltd. | $46.8M | 1.1M | ▼~0% Reduced · −200 sh | Q2 2026 | |
| 18 | Parcion Private Wealth LLC | $46.5M | 1.1M | ▲+0.6% Added · +6K sh | Q2 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $42.1M | 1.0M | ▲+139% Added · +599K sh | Q1 2026 | |
| 20 | Advisory Alpha, LLC | $40.2M | 913K | ▼−0.4% Reduced · −4K sh | Q2 2026 | |
| 21 | PGIM Custom Harvest LLC | $32.0M | 783K | ▲+12% Added · +82K sh | Q1 2026 | |
| 22 | Auto-Owners Insurance Co | $31.3M | 767K | —Held | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $29.3M | 717K | ▲+21% Added · +125K sh | Q1 2026 | |
| 24 | Warwick Investment Management, Inc. | $29.4M | 668K | ▲+45% Added · +207K sh | Q2 2026 | |
| 25 | FACTORY MUTUAL INSURANCE CO | $29.0M | 659K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in XLRE and 31 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 399 funds | $63.7B |
| APPLE INCAAPL | 398 funds | $79.4B |
| NVIDIA CORPNVDA | 396 funds | $92.7B |
| AMAZON.COM INCAMZN | 396 funds | $47.5B |
| ALPHABET INC-CL AGOOGL | 382 funds | $43.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 382 funds | $21.8B |
| ALPHABET INC-CL CGOOG | 376 funds | $26.8B |
| META PLATFORMS INC-CLASS AMETA | 374 funds | $24.8B |
| JPMORGAN CHASE & COJPM | 373 funds | $19.4B |
| BROADCOM INCAVGO | 372 funds | $34.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 372 funds | $13.8B |
| ELI LILLY & COLLY | 367 funds | $18.0B |
Ranked by how many of XLRE's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for XLRE
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/XLRE/capital-change-brief"
Use Arkolith's capital_change_brief for XLRE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XLRE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.