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Disclosery

Gladstone Institutional Advisory LLC: XLRE position timeline

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

Gladstone Institutional Advisory LLC held 95,275 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,275 shares
    Change vs previous 13F -3,161 shares

    0.13% of the 13F portfolio, value $4,194,937.

    13F-HR 0001172661-26-002822 filed by Gladstone Institutional Advisory 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 98,436 shares
    Change vs previous 13F -8,215 shares

    0.15% of the 13F portfolio, value $4,019,172.

    13F-HR 0001172661-26-001910 filed by Gladstone Institutional Advisory 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 106,651 shares
    Change vs previous 13F -3,059 shares

    0.16% of the 13F portfolio, value $4,303,391.

    13F-HR 0001172661-26-000926 filed by Gladstone Institutional Advisory 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 109,710 shares
    Change vs previous 13F +4,119 shares

    0.18% of the 13F portfolio, value $4,622,094.

    13F-HR 0001172661-25-004377 filed by Gladstone Institutional Advisory 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 105,591 shares
    Change vs previous 13F +6,628 shares

    0.18% of the 13F portfolio, value $4,373,578.

    13F-HR 0001172661-25-003042 filed by Gladstone Institutional Advisory 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 98,963 shares
    Change vs previous 13F -6,653 shares

    0.19% of the 13F portfolio, value $4,141,582.

    13F-HR 0001172661-25-002064 filed by Gladstone Institutional Advisory 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 105,616 shares
    Change vs previous 13F +17,694 shares

    0.2% of the 13F portfolio, value $4,295,397.

    13F-HR 0001172661-25-000406 filed by Gladstone Institutional Advisory 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 87,922 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,927,486.

    13F-HR 0001172661-24-004379 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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