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Disclosery

Nelson Capital Management, LLC: XLRE position timeline

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

Nelson Capital Management, LLC held 97,351 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,351 shares
    Change vs previous 13F -5,251 shares

    0.47% of the 13F portfolio, value $4,286,365.

    13F-HR 0001512611-26-000004 filed by Nelson Capital Management, 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 102,602 shares
    Change vs previous 13F +833 shares

    0.51% of the 13F portfolio, value $4,189,240.

    13F-HR 0001512611-26-000002 filed by Nelson Capital Management, 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 101,769 shares
    Change vs previous 13F -14 shares

    0.48% of the 13F portfolio, value $4,106,380.

    13F-HR 0001512611-26-000001 filed by Nelson Capital Management, 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 101,783 shares
    Change vs previous 13F +1,242 shares

    0.51% of the 13F portfolio, value $4,288,118.

    13F-HR 0001512611-25-000003 filed by Nelson Capital Management, 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 100,541 shares
    Change vs previous 13F +1,163 shares

    0.55% of the 13F portfolio, value $4,164,409.

    13F-HR 0001085146-25-004113 filed by Nelson Capital Management, 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 99,378 shares
    Change vs previous 13F +647 shares

    0.72% of the 13F portfolio, value $4,158,970.

    13F-HR 0001085146-25-002617 filed by Nelson Capital Management, 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 98,731 shares
    Change vs previous 13F -287 shares

    0.67% of the 13F portfolio, value $4,015,390.

    13F-HR 0001085146-25-000793 filed by Nelson Capital Management, 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 99,018 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $4,423,135.

    13F-HR 0001085146-24-005339 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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