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Disclosery

Ballentine Partners, LLC: XLRE position timeline

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

Ballentine Partners, LLC held 350,789 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 350,789 shares
    Change vs previous 13F -332 shares

    0.19% of the 13F portfolio, value $15,445,249.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 351,121 shares
    Change vs previous 13F +6,697 shares

    0.2% of the 13F portfolio, value $14,336,296.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 344,424 shares
    Change vs previous 13F -49,105 shares

    0.2% of the 13F portfolio, value $13,897,490.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 393,529 shares
    Change vs previous 13F +703 shares

    0.23% of the 13F portfolio, value $16,579,382.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 392,826 shares
    Change vs previous 13F +81,074 shares

    0.25% of the 13F portfolio, value $16,270,841.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, 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 311,752 shares
    Change vs previous 13F +13,388 shares

    0.23% of the 13F portfolio, value $13,046,825.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, 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 298,364 shares
    Change vs previous 13F +21,896 shares

    0.21% of the 13F portfolio, value $12,134,464.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, 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 276,468 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $12,349,826.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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