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Disclosery

Horizon Investments, LLC: XLRE position timeline

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

Horizon Investments, LLC held 29,449 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,449 shares
    Change vs previous 13F -14,913 shares

    0.01% of the 13F portfolio, value $1,296,639.

    13F-HR 0001560717-26-000008 filed by Horizon Investments, 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 44,362 shares
    Change vs previous 13F +25,250 shares

    0.02% of the 13F portfolio, value $1,811,300.

    13F-HR 0001560717-26-000007 filed by Horizon Investments, 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 19,112 shares
    Change vs previous 13F -12,005 shares

    0.01% of the 13F portfolio, value $771,169.

    13F-HR 0001560717-26-000002 filed by Horizon Investments, 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 31,117 shares
    Change vs previous 13F +19,052 shares

    0.02% of the 13F portfolio, value $1,310,959.

    13F-HR 0001560717-25-000008 filed by Horizon Investments, 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 12,065 shares
    Change vs previous 13F +1,863 shares

    0.01% of the 13F portfolio, value $499,732.

    13F-HR 0001560717-25-000006 filed by Horizon Investments, 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 10,202 shares
    Change vs previous 13F -10,180 shares

    0.01% of the 13F portfolio, value $426,954.

    13F-HR 0001560717-25-000004 filed by Horizon Investments, 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 20,382 shares
    Change vs previous 13F +6,373 shares

    0.02% of the 13F portfolio, value $828,936.

    13F-HR 0001560717-25-000001 filed by Horizon Investments, 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 14,009 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $625,782.

    13F-HR 0001560717-24-000006 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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