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IHT Wealth Management, LLC: XLRE position timeline

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

IHT Wealth Management, LLC held 223,893 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 223,893 shares
    Change vs previous 13F +48,321 shares

    0.21% of the 13F portfolio, value $9,858,006.

    13F-HR 0001104659-26-096531 filed by IHT Wealth Management, 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 175,572 shares
    Change vs previous 13F +66,520 shares

    0.17% of the 13F portfolio, value $7,168,602.

    13F-HR 0001104659-26-061899 filed by IHT Wealth Management, 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 109,052 shares
    Change vs previous 13F -9,594 shares

    0.11% of the 13F portfolio, value $4,400,257.

    13F-HR 0001104659-26-016011 filed by IHT Wealth Management, 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 118,646 shares
    Change vs previous 13F +1,174 shares

    0.13% of the 13F portfolio, value $4,998,544.

    13F-HR 0001104659-25-112424 filed by IHT Wealth Management, 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 117,472 shares
    Change vs previous 13F -17,159 shares

    0.13% of the 13F portfolio, value $4,865,698.

    13F-HR 0001104659-25-078291 filed by IHT Wealth Management, 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 134,631 shares
    Change vs previous 13F +32,699 shares

    0.18% of the 13F portfolio, value $5,634,322.

    13F-HR 0001104659-25-049059 filed by IHT Wealth Management, 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 101,932 shares
    Change vs previous 13F -22,322 shares

    0.13% of the 13F portfolio, value $4,145,579.

    13F-HR 0001104659-25-013520 filed by IHT Wealth Management, 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 124,254 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,548,382.

    13F-HR 0001104659-24-118427 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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