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Beacon Pointe Advisors, LLC: XLRE position timeline

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

Beacon Pointe Advisors, LLC held 120,513 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,513 shares
    Change vs previous 13F +5,844 shares

    0.02% of the 13F portfolio, value $5,306,173.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, 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 114,669 shares
    Change vs previous 13F +3,319 shares

    0.02% of the 13F portfolio, value $4,681,940.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, 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 111,350 shares
    Change vs previous 13F -5,964 shares

    0.03% of the 13F portfolio, value $4,492,962.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, 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 117,314 shares
    Change vs previous 13F -18,420 shares

    0.04% of the 13F portfolio, value $4,942,451.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, 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 135,734 shares
    Change vs previous 13F +14,214 shares

    0.06% of the 13F portfolio, value $5,622,102.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, 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 121,520 shares
    Change vs previous 13F -22,789 shares

    0.06% of the 13F portfolio, value $5,085,607.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, 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 144,309 shares
    Change vs previous 13F -11,364 shares

    0.07% of the 13F portfolio, value $5,869,058.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, 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 155,673 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,953,900.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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