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Point Windward Advisors Inc.: XLRE position timeline

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

Point Windward Advisors Inc. held 10,164 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,164 shares
    Change vs previous 13F -104 shares

    0.2% of the 13F portfolio, value $447,521.

    13F-HR 0001356202-26-000005 filed by Point Windward Advisors Inc.
    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 10,268 shares
    Change vs previous 13F +656 shares

    0.21% of the 13F portfolio, value $419,242.

    13F-HR 0001356202-26-000002 filed by Point Windward Advisors Inc.
    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 9,612 shares
    Change vs previous 13F +965 shares

    0.19% of the 13F portfolio, value $387,844.

    13F-HR 0001356202-26-000001 filed by Point Windward Advisors Inc.
    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 8,647 shares
    Change vs previous 13F +3,480 shares

    0.17% of the 13F portfolio, value $364,298.

    13F-HR 0001085146-25-005937 filed by Point Windward Advisors Inc.
    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 5,167 shares
    Change vs previous 13F -335 shares

    0.1% of the 13F portfolio, value $214,017.

    13F-HR 0001085146-25-004315 filed by Point Windward Advisors Inc.
    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 5,502 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $230,259.

    13F-HR 0001085146-25-002302 filed by Point Windward Advisors Inc.
    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 5,502 shares
    Change vs previous 13F -56 shares

    0.08% of the 13F portfolio, value $223,766.

    13F-HR 0001085146-25-000190 filed by Point Windward Advisors Inc.
    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 5,558 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $248,276.

    13F-HR 0001085146-24-004953 filed by Point Windward Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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