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Disclosery

AE Wealth Management LLC: XLRE position timeline

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

AE Wealth Management LLC held 347,324 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 347,324 shares
    Change vs previous 13F +16,689 shares

    0.07% of the 13F portfolio, value $15,292,543.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management 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 330,635 shares
    Change vs previous 13F +48,069 shares

    0.07% of the 13F portfolio, value $13,499,694.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management 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 282,566 shares
    Change vs previous 13F +26,301 shares

    0.07% of the 13F portfolio, value $11,401,575.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management 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 256,265 shares
    Change vs previous 13F +20,810 shares

    0.07% of the 13F portfolio, value $10,796,342.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management 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 235,455 shares
    Change vs previous 13F +62,045 shares

    0.07% of the 13F portfolio, value $9,752,513.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management 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 173,410 shares
    Change vs previous 13F +23,939 shares

    0.06% of the 13F portfolio, value $7,257,236.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management 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 149,471 shares
    Change vs previous 13F +42,038 shares

    0.05% of the 13F portfolio, value $6,078,964.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management 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 107,433 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,798,997.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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