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Advisory Resource Group: XLRE position timeline

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

Advisory Resource Group held 22,535 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,535 shares
    Change vs previous 13F +1,376 shares

    0.15% of the 13F portfolio, value $992,216.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 21,159 shares
    Change vs previous 13F +967 shares

    0.15% of the 13F portfolio, value $863,922.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 20,192 shares
    Change vs previous 13F +729 shares

    0.14% of the 13F portfolio, value $814,747.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 19,463 shares
    Change vs previous 13F -2,630 shares

    0.15% of the 13F portfolio, value $819,976.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 22,093 shares
    Change vs previous 13F +1,454 shares

    0.18% of the 13F portfolio, value $915,092.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 20,639 shares
    Change vs previous 13F +1,445 shares

    0.18% of the 13F portfolio, value $863,742.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 19,194 shares
    Change vs previous 13F +10,818 shares

    0.17% of the 13F portfolio, value $780,620.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    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 8,376 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $374,156.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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