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Jacobi Capital Management LLC: XLRE position timeline

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

Jacobi Capital Management LLC held 150,815 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,815 shares
    Change vs previous 13F +17,373 shares

    0.32% of the 13F portfolio, value $6,640,394.

    13F-HR 0001689646-26-000007 filed by Jacobi Capital 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 133,442 shares
    Change vs previous 13F +24,904 shares

    0.3% of the 13F portfolio, value $5,448,438.

    13F-HR 0001689646-26-000004 filed by Jacobi Capital 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 108,538 shares
    Change vs previous 13F +11,888 shares

    0.25% of the 13F portfolio, value $4,379,517.

    13F-HR 0001689646-26-000002 filed by Jacobi Capital 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 96,650 shares
    Change vs previous 13F +14,164 shares

    0.25% of the 13F portfolio, value $4,071,834.

    13F-HR 0001689646-25-000009 filed by Jacobi Capital 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 82,486 shares
    Change vs previous 13F +13,467 shares

    0.23% of the 13F portfolio, value $3,416,583.

    13F-HR 0001689646-25-000007 filed by Jacobi Capital 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 69,019 shares
    Change vs previous 13F +8,927 shares

    0.21% of the 13F portfolio, value $2,888,452.

    13F-HR 0001689646-25-000006 filed by Jacobi Capital 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 60,092 shares
    Change vs previous 13F +7,142 shares

    0.18% of the 13F portfolio, value $2,443,938.

    13F-HR 0001689646-25-000001 filed by Jacobi Capital 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 52,950 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,365,267.

    13F-HR 0001689646-24-000006 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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