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Bedell Frazier Investment Counselling, LLC: XLRE position timeline

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

Bedell Frazier Investment Counselling, LLC held 0 XLRE shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -5,045 shares

    13F-HR 0001172661-26-002262 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 5,045 shares
    Change vs previous 13F -1,515 shares

    0.04% of the 13F portfolio, value $203,566.

    13F-HR 0001172661-26-000843 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 6,560 shares
    Change vs previous 13F -600 shares

    0.06% of the 13F portfolio, value $276,373.

    13F-HR 0001172661-25-004709 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 7,160 shares
    Change vs previous 13F -1,980 shares

    0.07% of the 13F portfolio, value $296,568.

    13F-HR 0001172661-25-003018 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 9,140 shares
    Change vs previous 13F -3,830 shares

    0.1% of the 13F portfolio, value $382,509.

    13F-HR 0001172661-25-001863 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 12,970 shares
    Change vs previous 13F -169,110 shares

    0.13% of the 13F portfolio, value $527,490.

    13F-HR 0001172661-25-000693 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 182,080 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $8,133,514.

    13F-HR 0001172661-24-004600 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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