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Disclosery

D.A. DAVIDSON & CO.: XLRE position timeline

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

D.A. DAVIDSON & CO. held 177,213 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 177,213 shares
    Change vs previous 13F -4,292 shares

    0.04% of the 13F portfolio, value $7,802,730.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 181,505 shares
    Change vs previous 13F +36,909 shares

    0.04% of the 13F portfolio, value $7,410,855.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 144,596 shares
    Change vs previous 13F -132,617 shares

    0.04% of the 13F portfolio, value $5,834,483.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 277,213 shares
    Change vs previous 13F +7,907 shares

    0.07% of the 13F portfolio, value $11,679,023.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 269,306 shares
    Change vs previous 13F +5,099 shares

    0.08% of the 13F portfolio, value $11,154,682.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 264,207 shares
    Change vs previous 13F +43,209 shares

    0.09% of the 13F portfolio, value $11,057,063.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 220,998 shares
    Change vs previous 13F +15,935 shares

    0.07% of the 13F portfolio, value $8,987,997.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 205,063 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $9,160,195.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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