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CAP Partners, LLC: XLRE position timeline

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

CAP Partners, LLC held 65,017 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,017 shares
    Change vs previous 13F -38,907 shares

    1.4% of the 13F portfolio, value $2,862,687.

    13F-HR 0002006870-26-000006 filed by CAP 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 103,924 shares
    Change vs previous 13F +6,574 shares

    2.4% of the 13F portfolio, value $4,243,225.

    13F-HR 0002006870-26-000002 filed by CAP 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 97,350 shares
    Change vs previous 13F +5,439 shares

    2.23% of the 13F portfolio, value $3,928,072.

    13F-HR 0002006870-26-000001 filed by CAP 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 91,911 shares
    Change vs previous 13F +7,901 shares

    2.2% of the 13F portfolio, value $3,872,217.

    13F-HR 0002006870-25-000005 filed by CAP 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 84,010 shares
    Change vs previous 13F +3,708 shares

    2.19% of the 13F portfolio, value $3,479,699.

    13F-HR 0002006870-25-000004 filed by CAP 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 80,302 shares
    Change vs previous 13F +1,303 shares

    2.44% of the 13F portfolio, value $3,360,640.

    13F-HR 0002006870-25-000003 filed by CAP 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 78,999 shares
    Change vs previous 13F +1,471 shares

    2.26% of the 13F portfolio, value $3,212,906.

    13F-HR 0002006870-25-000001 filed by CAP 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 77,528 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $3,463,181.

    13F-HR 0002006870-24-000005 filed by CAP Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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