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Disclosery

Fiduciary Group, LLC: XLRE position timeline

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

Fiduciary Group, LLC held 29,611 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,611 shares
    Change vs previous 13F -254 shares

    0.1% of the 13F portfolio, value $1,303,773.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 29,865 shares
    Change vs previous 13F +2,004 shares

    0.1% of the 13F portfolio, value $1,219,370.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 27,861 shares
    Change vs previous 13F -260 shares

    0.09% of the 13F portfolio, value $1,124,208.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 28,121 shares
    Change vs previous 13F +1,114 shares

    0.1% of the 13F portfolio, value $1,184,720.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 27,007 shares
    Change vs previous 13F +877 shares

    0.11% of the 13F portfolio, value $1,118,629.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 26,130 shares
    Change vs previous 13F +2,887 shares

    0.11% of the 13F portfolio, value $1,093,553.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 23,243 shares
    Change vs previous 13F +3,529 shares

    0.09% of the 13F portfolio, value $945,286.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 19,714 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $880,604.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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