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Disclosery

CX Institutional: XLRE position timeline

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

CX Institutional held 40,431 XLRE shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 40,431 shares
    Change vs previous 13F -10,300 shares

    0.04% of the 13F portfolio, value $1,654,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 50,731 shares
    Change vs previous 13F -841 shares

    0.06% of the 13F portfolio, value $2,234,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 51,572 shares
    Change vs previous 13F +7,430 shares

    0.06% of the 13F portfolio, value $2,106,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 44,142 shares
    Change vs previous 13F +3,434 shares

    0.05% of the 13F portfolio, value $1,781,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 40,708 shares
    Change vs previous 13F -15,641 shares

    0.05% of the 13F portfolio, value $1,715,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 56,349 shares
    Change vs previous 13F -593 shares

    0.08% of the 13F portfolio, value $2,334,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 56,942 shares
    Change vs previous 13F +10,065 shares

    0.09% of the 13F portfolio, value $2,383,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 46,877 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,906,494.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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