Skip to content
Disclosery

KCM INVESTMENT ADVISORS LLC: XLRE position timeline

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

KCM INVESTMENT ADVISORS LLC held 143,158 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 143,158 shares
    Change vs previous 13F +9,890 shares

    0.19% of the 13F portfolio, value $6,303,235.

    13F-HR 0001941040-26-000602 filed by KCM INVESTMENT ADVISORS 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 133,268 shares
    Change vs previous 13F -3,335 shares

    0.18% of the 13F portfolio, value $5,441,328.

    13F-HR 0001941040-26-000374 filed by KCM INVESTMENT ADVISORS 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 136,603 shares
    Change vs previous 13F +18,408 shares

    0.18% of the 13F portfolio, value $5,511,920.

    13F-HR 0001941040-26-000153 filed by KCM INVESTMENT ADVISORS 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 118,195 shares
    Change vs previous 13F +3,015 shares

    0.16% of the 13F portfolio, value $4,979,564.

    13F-HR 0001941040-25-000642 filed by KCM INVESTMENT ADVISORS 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 115,180 shares
    Change vs previous 13F +2,215 shares

    0.16% of the 13F portfolio, value $4,770,740.

    13F-HR 0001941040-25-000435 filed by KCM INVESTMENT ADVISORS 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 112,965 shares
    Change vs previous 13F +12,246 shares

    0.17% of the 13F portfolio, value $4,727,587.

    13F-HR 0001941040-25-000297 filed by KCM INVESTMENT ADVISORS 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 100,719 shares
    Change vs previous 13F +2,922 shares

    0.14% of the 13F portfolio, value $4,096,227.

    13F-HR 0001941040-25-000147 filed by KCM INVESTMENT ADVISORS 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 97,797 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,368,607.

    13F-HR 0001941040-24-000472 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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