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Disclosery

NewEdge Advisors, LLC: XLRE position timeline

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

NewEdge Advisors, LLC held 69,586 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,586 shares
    Change vs previous 13F +2,863 shares

    0.01% of the 13F portfolio, value $3,063,887.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 66,723 shares
    Change vs previous 13F -6,225 shares

    0.01% of the 13F portfolio, value $2,724,319.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 72,948 shares
    Change vs previous 13F +9,156 shares

    0.01% of the 13F portfolio, value $2,943,498.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 63,792 shares
    Change vs previous 13F -620 shares

    0.01% of the 13F portfolio, value $2,687,554.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 64,412 shares
    Change vs previous 13F +9,046 shares

    0.01% of the 13F portfolio, value $2,667,952.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 55,366 shares
    Change vs previous 13F -4,135 shares

    0.01% of the 13F portfolio, value $2,317,110.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 59,501 shares
    Change vs previous 13F +10,219 shares

    0.01% of the 13F portfolio, value $2,419,924.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 49,282 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,201,443.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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