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Disclosery

Advisory Alpha, LLC: XLRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Alpha, LLC on XLRE, newest first. How the timeline and the estimate are built.

Advisory Alpha, LLC held 913,389 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 913,389 shares
    Change vs previous 13F -4,112 shares

    0.99% of the 13F portfolio, value $40,218,730.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 917,501 shares
    Change vs previous 13F -139,227 shares

    1.02% of the 13F portfolio, value $37,463,560.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,056,728 shares
    Change vs previous 13F +31,364 shares

    1.16% of the 13F portfolio, value $42,640,943.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,025,364 shares
    Change vs previous 13F +61,399 shares

    1.2% of the 13F portfolio, value $42,980,435.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 963,965 shares
    Change vs previous 13F -7,456 shares

    1.24% of the 13F portfolio, value $39,927,485.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 971,421 shares
    Change vs previous 13F +183,147 shares

    1.38% of the 13F portfolio, value $40,546,878.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 788,274 shares
    Change vs previous 13F -18,405 shares

    1.14% of the 13F portfolio, value $32,061,531.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 806,679 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $36,037,797.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).