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Mutual Advisors, LLC: XLRE position timeline

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

Mutual Advisors, LLC held 46,386 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 46,386 shares
    Change vs previous 13F +6,531 shares

    0.04% of the 13F portfolio, value $2,042,394.

    13F-HR 0001986152-26-000154 filed by Mutual 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 39,855 shares
    Change vs previous 13F +6,717 shares

    0.03% of the 13F portfolio, value $1,627,264.

    13F-HR 0001986152-26-000054 filed by Mutual 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 33,138 shares
    Change vs previous 13F -4,947 shares

    0.03% of the 13F portfolio, value $1,337,108.

    13F-HR 0001986152-26-000005 filed by Mutual 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 38,085 shares
    Change vs previous 13F -5,504 shares

    0.04% of the 13F portfolio, value $1,618,605.

    13F-HR 0001986152-25-000100 filed by Mutual 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 43,589 shares
    Change vs previous 13F -14,873 shares

    0.05% of the 13F portfolio, value $1,865,154.

    13F-HR 0001986152-25-000050 filed by Mutual 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 58,462 shares
    Change vs previous 13F -1,147 shares

    0.07% of the 13F portfolio, value $2,369,484.

    13F-HR 0001986152-25-000037 filed by Mutual 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 59,609 shares
    Change vs previous 13F -8,670 shares

    0.07% of the 13F portfolio, value $2,449,351.

    13F-HR 0001986152-25-000002 filed by Mutual 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 68,279 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,032,943.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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