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FLC Capital Advisors: XLRE position timeline

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

FLC Capital Advisors held 128,638 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,638 shares
    Change vs previous 13F +7,405 shares

    0.93% of the 13F portfolio, value $5,663,931.

    13F-HR 0001713697-26-000004 filed by FLC Capital Advisors
    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 121,233 shares
    Change vs previous 13F +9,063 shares

    0.9% of the 13F portfolio, value $4,949,943.

    13F-HR 0001713697-26-000003 filed by FLC Capital Advisors
    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 112,170 shares
    Change vs previous 13F +16,792 shares

    0.84% of the 13F portfolio, value $4,526,060.

    13F-HR 0001713697-26-000002 filed by FLC Capital Advisors
    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 95,378 shares
    Change vs previous 13F +1,522 shares

    0.78% of the 13F portfolio, value $4,018,275.

    13F-HR 0001713697-25-000005 filed by FLC Capital Advisors
    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 93,856 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $3,887,516.

    13F-HR 0001085146-25-004263 filed by FLC Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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