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Moss Adams Wealth Advisors LLC: XLRE position timeline

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

Moss Adams Wealth Advisors LLC held 1,650,772 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,650,772 shares
    Change vs previous 13F +61,185 shares

    4.54% of the 13F portfolio, value $72,683,510.

    13F-HR 0001661245-26-000004 filed by Moss Adams Wealth 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 1,589,587 shares
    Change vs previous 13F +70,032 shares

    4.75% of the 13F portfolio, value $64,902,832.

    13F-HR 0001661245-26-000002 filed by Moss Adams Wealth 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 1,519,555 shares
    Change vs previous 13F +46,361 shares

    4.44% of the 13F portfolio, value $61,314,036.

    13F-HR 0001661245-26-000001 filed by Moss Adams Wealth 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 1,473,194 shares
    Change vs previous 13F +160,082 shares

    4.84% of the 13F portfolio, value $62,065,656.

    13F-HR 0001661245-25-000006 filed by Moss Adams Wealth 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 1,313,112 shares
    Change vs previous 13F +47,954 shares

    4.94% of the 13F portfolio, value $54,389,088.

    13F-HR 0001661245-25-000004 filed by Moss Adams Wealth 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 1,265,158 shares
    Change vs previous 13F not available

    5.58% of the 13F portfolio, value $52,946,874.

    13F-HR 0001661245-25-000003 filed by Moss Adams Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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