Meristem Family Wealth, LLC: XLRE position timeline

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

Meristem Family Wealth, LLC held 25,423 XLRE shares at 2022-03-31 per its 13F-HR filed 2022-05-11.

the latest 13F is the newest step

period ended2022-03-31
13F 25,423 shares
Change vs previous 13F -610 shares
0.13% of the 13F portfolio, value $1,228,000.
13F-HR 0001085146-22-001973 filed by Meristem Family Wealth, LLC
Filed 2022-05-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-12-31
13F 26,033 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $1,349,000.
13F-HR 0001085146-22-000802 filed by Meristem Family Wealth, LLC
Filed 2022-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-09-30
13F 26,033 shares
Change vs previous 13F +26,033 shares
0.11% of the 13F portfolio, value $1,157,000.
13F-HR 0001085146-21-003293 filed by Meristem Family Wealth, LLC
Filed 2021-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-06-30
13F 0 shares
Change vs previous 13F -15,244 shares
13F-HR 0001085146-21-002244 filed by Meristem Family Wealth, LLC
Filed 2021-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2021-03-31
13F 15,244 shares
Change vs previous 13F +15,244 shares
0.12% of the 13F portfolio, value $602,000.
13F-HR 0001085146-21-001565 filed by Meristem Family Wealth, LLC
Filed 2021-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-12-31
13F 0 shares
Change vs previous 13F not available
13F-HR 0001085146-21-000727 filed by Meristem Family Wealth, LLC
Filed 2021-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.