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Gerber Kawasaki Wealth & Investment Management: XLRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gerber Kawasaki Wealth & Investment Management on XLRE, newest first. How the timeline and the estimate are built.

Gerber Kawasaki Wealth & Investment Management held 558,459 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 558,459 shares
    Change vs previous 13F -23,231 shares

    0.66% of the 13F portfolio, value $24,588,877.

    13F-HR 0001666736-26-000007 filed by Gerber Kawasaki Wealth & Investment Management
    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 581,690 shares
    Change vs previous 13F +61,428 shares

    0.76% of the 13F portfolio, value $23,767,104.

    13F-HR 0001666736-26-000005 filed by Gerber Kawasaki Wealth & Investment Management
    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 520,262 shares
    Change vs previous 13F +24,359 shares

    0.73% of the 13F portfolio, value $20,992,523.

    13F-HR 0001666736-26-000003 filed by Gerber Kawasaki Wealth & Investment Management
    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 495,903 shares
    Change vs previous 13F +62,426 shares

    0.72% of the 13F portfolio, value $20,892,350.

    13F-HR 0001666736-25-000014 filed by Gerber Kawasaki Wealth & Investment Management
    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 433,477 shares
    Change vs previous 13F +8,450 shares

    0.69% of the 13F portfolio, value $17,954,559.

    13F-HR 0001666736-25-000008 filed by Gerber Kawasaki Wealth & Investment Management
    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 425,027 shares
    Change vs previous 13F +37,055 shares

    0.8% of the 13F portfolio, value $17,787,303.

    13F-HR 0001666736-25-000006 filed by Gerber Kawasaki Wealth & Investment Management
    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 387,972 shares
    Change vs previous 13F +20,256 shares

    0.69% of the 13F portfolio, value $15,778,724.

    13F-HR 0001666736-25-000004 filed by Gerber Kawasaki Wealth & Investment Management
    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 367,716 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $16,425,789.

    13F-HR 0001666736-24-000012 filed by Gerber Kawasaki Wealth & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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