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Algorithmic Investment Models, LLC: XLRE position timeline

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

Algorithmic Investment Models, LLC held 117,994 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,994 shares
    Change vs previous 13F -13,536 shares

    6.01% of the 13F portfolio, value $5,195,289.

    13F-HR 0001172661-26-003158 filed by Algorithmic Investment Models, 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 131,530 shares
    Change vs previous 13F +14,391 shares

    6.63% of the 13F portfolio, value $5,370,359.

    13F-HR 0001172661-26-001908 filed by Algorithmic Investment Models, 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 117,139 shares
    Change vs previous 13F -2,105 shares

    5.83% of the 13F portfolio, value $4,726,564.

    13F-HR 0001172661-26-000565 filed by Algorithmic Investment Models, 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 119,244 shares
    Change vs previous 13F -26,012 shares

    3.34% of the 13F portfolio, value $5,023,770.

    13F-HR 0001172661-25-004663 filed by Algorithmic Investment Models, 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 145,256 shares
    Change vs previous 13F +20,796 shares

    4.12% of the 13F portfolio, value $6,016,500.

    13F-HR 0001172661-25-002991 filed by Algorithmic Investment Models, 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 124,460 shares
    Change vs previous 13F -14,382 shares

    3.84% of the 13F portfolio, value $5,208,651.

    13F-HR 0001172661-25-002032 filed by Algorithmic Investment Models, 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 138,842 shares
    Change vs previous 13F +36,323 shares

    4.35% of the 13F portfolio, value $5,646,698.

    13F-HR 0001172661-25-001067 filed by Algorithmic Investment Models, 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 102,519 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $4,579,552.

    13F-HR 0001172661-24-004462 filed by Algorithmic Investment Models, LLC
    Filed (acceptance time not in the bulk data set), ingested

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