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Fortis Group Advisors, LLC: XLRE position timeline

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

Fortis Group Advisors, LLC held 126,841 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 126,841 shares
    Change vs previous 13F +44,409 shares

    0.89% of the 13F portfolio, value $5,584,810.

    13F-HR 0001815183-26-000004 filed by Fortis Group Advisors, 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 82,432 shares
    Change vs previous 13F +825 shares

    0.61% of the 13F portfolio, value $3,659,966.

    13F-HR 0001815183-26-000002 filed by Fortis Group Advisors, 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 81,607 shares
    Change vs previous 13F -5,807 shares

    0.57% of the 13F portfolio, value $3,380,975.

    13F-HR 0001815183-26-000001 filed by Fortis Group Advisors, 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 87,414 shares
    Change vs previous 13F -89,563 shares

    0.62% of the 13F portfolio, value $3,575,239.

    13F-HR 0001815183-25-000006 filed by Fortis Group Advisors, 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 176,977 shares
    Change vs previous 13F -83,464 shares

    1.33% of the 13F portfolio, value $7,328,623.

    13F-HR 0001815183-25-000005 filed by Fortis Group Advisors, 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 260,441 shares
    Change vs previous 13F +115,489 shares

    2.12% of the 13F portfolio, value $10,899,473.

    13F-HR 0001815183-25-000003 filed by Fortis Group Advisors, 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 144,952 shares
    Change vs previous 13F -122,392 shares

    1.1% of the 13F portfolio, value $5,895,185.

    13F-HR 0001815183-25-000001 filed by Fortis Group Advisors, 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 267,344 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $11,942,259.

    13F-HR 0001815183-24-000005 filed by Fortis Group Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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