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Capital Investment Advisors, LLC: XLRE position timeline

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

Capital Investment Advisors, LLC held 1,681,059 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,681,059 shares
    Change vs previous 13F +81,070 shares

    0.98% of the 13F portfolio, value $74,017,016.

    13F-HR 0001062993-26-004077 filed by Capital Investment 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/A 1,599,989 shares
    Change vs previous 13F +115,764 shares

    0.96% of the 13F portfolio, value $65,327,564.

    13F-HR/A 0001062993-26-002034 filed by Capital Investment 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 1,484,225 shares
    Change vs previous 13F +62,890 shares

    0.91% of the 13F portfolio, value $59,888,477.

    13F-HR 0001062993-26-000231 filed by Capital Investment 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 1,421,335 shares
    Change vs previous 13F +87,800 shares

    0.99% of the 13F portfolio, value $59,880,836.

    13F-HR 0001062993-25-016276 filed by Capital Investment 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/A 1,333,535 shares
    Change vs previous 13F +98,762 shares

    0.99% of the 13F portfolio, value $55,235,000.

    13F-HR/A 0001062993-25-012960 filed by Capital Investment 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 1,234,773 shares
    Change vs previous 13F +1,132,302 shares

    1.01% of the 13F portfolio, value $51,675,248.

    13F-HR 0001062993-25-007411 filed by Capital Investment 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 102,471 shares
    Change vs previous 13F +76 shares

    0.08% of the 13F portfolio, value $4,167,476.

    13F-HR 0001062993-25-000712 filed by Capital Investment 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 102,395 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,574,007.

    13F-HR 0001062993-24-017756 filed by Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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