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CAPITAL WEALTH MANAGEMENT, LLC: XLRE position timeline

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

CAPITAL WEALTH MANAGEMENT, LLC held 387,611 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 387,611 shares
    Change vs previous 13F +24,854 shares

    4.1% of the 13F portfolio, value $17,066,529.

    13F-HR 0001730456-26-000003 filed by CAPITAL WEALTH MANAGEMENT, 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 362,757 shares
    Change vs previous 13F +56,674 shares

    4.01% of the 13F portfolio, value $14,811,371.

    13F-HR 0001730456-26-000002 filed by CAPITAL WEALTH MANAGEMENT, 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 306,083 shares
    Change vs previous 13F +57,965 shares

    3.99% of the 13F portfolio, value $12,350,463.

    13F-HR 0001730456-26-000001 filed by CAPITAL WEALTH MANAGEMENT, 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 248,118 shares
    Change vs previous 13F +10,233 shares

    3.64% of the 13F portfolio, value $10,453,200.

    13F-HR 0001730456-25-000002 filed by CAPITAL WEALTH MANAGEMENT, 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 237,885 shares
    Change vs previous 13F +10,129 shares

    3.67% of the 13F portfolio, value $9,853,182.

    13F-HR 0001085146-25-003613 filed by CAPITAL WEALTH MANAGEMENT, 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 227,756 shares
    Change vs previous 13F +21,925 shares

    3.95% of the 13F portfolio, value $9,531,586.

    13F-HR 0001085146-25-002199 filed by CAPITAL WEALTH MANAGEMENT, 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 205,831 shares
    Change vs previous 13F -68 shares

    3.59% of the 13F portfolio, value $8,371,147.

    13F-HR 0001085146-25-000285 filed by CAPITAL WEALTH MANAGEMENT, 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 205,899 shares
    Change vs previous 13F not available

    3.94% of the 13F portfolio, value $9,197,508.

    13F-HR 0001085146-24-004997 filed by CAPITAL WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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