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Disclosery

Atria Investments, Inc: XLRE position timeline

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

Atria Investments, Inc held 43,117 XLRE shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 43,117 shares
    Change vs previous 13F +1,954 shares

    0.02% of the 13F portfolio, value $1,763,934.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 41,163 shares
    Change vs previous 13F +2,171 shares

    0.02% of the 13F portfolio, value $1,812,425.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 38,992 shares
    Change vs previous 13F -33,870 shares

    0.02% of the 13F portfolio, value $1,592,029.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 72,862 shares
    Change vs previous 13F -11,494 shares

    0.03% of the 13F portfolio, value $2,939,975.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 84,356 shares
    Change vs previous 13F +34,290 shares

    0.04% of the 13F portfolio, value $3,553,918.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 50,066 shares
    Change vs previous 13F -74,608 shares

    0.02% of the 13F portfolio, value $2,073,749.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 124,674 shares
    Change vs previous 13F +17,115 shares

    0.07% of the 13F portfolio, value $5,217,612.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 107,559 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,374,428.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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