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Disclosery

&PARTNERS: XLRE position timeline

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

&PARTNERS held 29,742 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 29,742 shares
    Change vs previous 13F +9,028 shares

    0.01% of the 13F portfolio, value $1,307,914.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 20,714 shares
    Change vs previous 13F -56,881 shares

    <0.01% of the 13F portfolio, value $845,750.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 77,595 shares
    Change vs previous 13F +60,832 shares

    0.02% of the 13F portfolio, value $3,130,947.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 16,763 shares
    Change vs previous 13F -2,917 shares

    <0.01% of the 13F portfolio, value $706,217.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 19,680 shares
    Change vs previous 13F +2,487 shares

    0.01% of the 13F portfolio, value $809,536.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 17,193 shares
    Change vs previous 13F -1,177 shares

    0.01% of the 13F portfolio, value $711,960.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 18,370 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $750,179.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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