Skip to content
Disclosery

MAI Capital Management: XLRE position timeline

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

MAI Capital Management held 308,387 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 308,387 shares
    Change vs previous 13F +5,398 shares

    0.05% of the 13F portfolio, value $13,578,260.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 302,989 shares
    Change vs previous 13F +10,228 shares

    0.07% of the 13F portfolio, value $12,371,028.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 292,761 shares
    Change vs previous 13F +5,696 shares

    0.07% of the 13F portfolio, value $11,812,922.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 287,065 shares
    Change vs previous 13F +10,911 shares

    0.08% of the 13F portfolio, value $12,094,059.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 276,154 shares
    Change vs previous 13F -6,280 shares

    0.08% of the 13F portfolio, value $11,438,295.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 282,434 shares
    Change vs previous 13F -41,883 shares

    0.09% of the 13F portfolio, value $11,819,873.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 324,317 shares
    Change vs previous 13F +18,374 shares

    0.1% of the 13F portfolio, value $13,189,964.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 305,943 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $13,666,481.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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