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Dean, Jacobson Financial Services, LLC: XLRE position timeline

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

Dean, Jacobson Financial Services, LLC held 527,828 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 527,828 shares
    Change vs previous 13F +5,658 shares

    12.79% of the 13F portfolio, value $23,240,273.

    13F-HR 0001869456-26-000004 filed by Dean, Jacobson Financial Services, 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 522,170 shares
    Change vs previous 13F +522,170 shares

    13.1% of the 13F portfolio, value $21,320,195.

    13F-HR 0001869456-26-000002 filed by Dean, Jacobson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -515,347 shares

    13F-HR 0001085146-25-005126 filed by Dean, Jacobson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 515,347 shares
    Change vs previous 13F -727 shares

    16.59% of the 13F portfolio, value $21,567,284.

    13F-HR 0001085146-25-002378 filed by Dean, Jacobson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 516,074 shares
    Change vs previous 13F +17,496 shares

    16.03% of the 13F portfolio, value $20,988,737.

    13F-HR 0001085146-25-000417 filed by Dean, Jacobson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 498,578 shares
    Change vs previous 13F not available

    16.72% of the 13F portfolio, value $22,271,478.

    13F-HR 0001085146-24-005138 filed by Dean, Jacobson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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