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Bleakley Financial Group, LLC: XLRE position timeline

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

Bleakley Financial Group, LLC held 28,487 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,487 shares
    Change vs previous 13F -1,709 shares

    0.02% of the 13F portfolio, value $1,254,266.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 30,196 shares
    Change vs previous 13F -1,318 shares

    0.02% of the 13F portfolio, value $1,232,914.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 31,514 shares
    Change vs previous 13F -52 shares

    0.02% of the 13F portfolio, value $1,271,606.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 31,566 shares
    Change vs previous 13F -1,165 shares

    0.03% of the 13F portfolio, value $1,329,867.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 32,731 shares
    Change vs previous 13F +2,420 shares

    0.03% of the 13F portfolio, value $1,355,715.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 30,311 shares
    Change vs previous 13F +902 shares

    0.04% of the 13F portfolio, value $1,268,533.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 29,409 shares
    Change vs previous 13F +2,089 shares

    0.04% of the 13F portfolio, value $1,196,045.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 27,320 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,220,366.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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