XLRE

SS REAL ESTATE SELECT SECTOR
USCUSIP 81369Y860
Institutional Owners
211
+19 QoQ
13F Value Held
$762.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)62 adding · 36 trimming
Insider net (180d)+$0
Price history not yet available for XLRE.

Top institutional holders

211 13F filers
#FundPosition valueSharesLast moveAs of
1Cassaday & Co Wealth Management LLC
$135.6M
3.32MAddedQ1 2026
2ALPS ADVISORS INC
$58.3M
1.43MAddedQ1 2026
3American Family Investments, Inc.
$55.8M
1.37MNewQ1 2026
4Advisory Alpha, LLC
$37.5M
917.5KReducedQ1 2026
5PGIM Custom Harvest LLC
$32.0M
783.5KAddedQ1 2026
6FACTORY MUTUAL INSURANCE CO
$26.9M
659.0KHeldQ1 2026
7CWM, LLC
$24.0M
588.1KAddedQ1 2026
8Gerber Kawasaki Wealth & Investment Management
$23.8M
581.7KAddedQ1 2026
9MEITAV INVESTMENT HOUSE LTD
$18.3M
448.5KReducedQ1 2026
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$17.2M
412.6KReducedQ1 2026
11COUNTRY TRUST BANK
$16.5M
403.2KAddedQ1 2026
12Ballentine Partners, LLC
$14.3M
351.1KAddedQ1 2026
13MAI Capital Management
$12.4M
303.0KAddedQ1 2026
14Ameritas Advisory Services, LLC
$12.0M
292.9KReducedQ1 2026
15Freestone Capital Holdings, LLC
$11.3M
276.1KAddedQ1 2026
16KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$9.2M
225.4KAddedQ1 2026
17D.A. DAVIDSON & CO.
$7.4M
181.5KAddedQ1 2026
18Rockefeller Capital Management L.P.
$7.2M
178.3KNewQ4 2025
19IHT Wealth Management, LLC
$7.2M
175.6KAddedQ1 2026
20GenTrust, LLC
$7.1M
174.1KNewQ1 2026
21FIRST INTERSTATE BANK
$6.7M
164.0KReducedQ1 2026
22Modern Wealth Management, LLC
$6.0M
147.6KNewQ4 2025
23Waverly Advisors, LLC
$5.9M
145.6KAddedQ1 2026
24EVERGREEN CAPITAL MANAGEMENT LLC
$5.5M
135.8KAddedQ1 2026
25Jacobi Capital Management LLC
$5.4M
133.4KAddedQ1 2026

Fund activity — latest quarter

Opened (NEW)
13
funds
Added
49
funds
Reduced
36
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

203 funds+202 since Q1 2020
0102203Q1 2020Q4 2020Q3 2021Q2 2022Q2 2025Q1 2026
funds holding aggregate valuelatest $825M

Funds that own XLRE also own

CompanyCo-held byCombined value
Nvidia CorporationNVDA207 funds$216.9B
Microsoft CorporationMSFT206 funds$150.9B
GOOGLE INCGOOGL205 funds$87.8B
Apple Inc.AAPL204 funds$199.5B
Amazon.com IncAMZN204 funds$108.9B
Meta Platforms, Inc.META204 funds$65.7B
Visa Inc Class AV204 funds$34.0B
Mastercard Inc Class AMA204 funds$23.6B
Broadcom LtdAVGO203 funds$76.4B
LPHABET INCGOOG203 funds$70.8B
Jpmorgan Chase & Co - USJPM203 funds$53.3B
Lilly Eli & CoLLY203 funds$42.5B

Ranked by how many of XLRE's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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. Every panel above is one call to the Arkolith API & MCP server.