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Disclosery

PRIVATE TRUST CO NA: XLRE position timeline

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

PRIVATE TRUST CO NA held 15,241 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,241 shares
    Change vs previous 13F +5,087 shares

    0.05% of the 13F portfolio, value $671,061.

    13F-HR 0001277557-26-000003 filed by PRIVATE TRUST CO NA
    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 10,154 shares
    Change vs previous 13F +2,172 shares

    0.04% of the 13F portfolio, value $414,588.

    13F-HR 0001277557-26-000002 filed by PRIVATE TRUST CO NA
    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 7,982 shares
    Change vs previous 13F -4,924 shares

    0.03% of the 13F portfolio, value $322,074.

    13F-HR 0001277557-26-000001 filed by PRIVATE TRUST CO NA
    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 12,906 shares
    Change vs previous 13F -5,691 shares

    0.05% of the 13F portfolio, value $543,730.

    13F-HR 0001277557-25-000005 filed by PRIVATE TRUST CO NA
    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 18,597 shares
    Change vs previous 13F +494 shares

    0.07% of the 13F portfolio, value $770,288.

    13F-HR 0001277557-25-000003 filed by PRIVATE TRUST CO NA
    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 18,103 shares
    Change vs previous 13F -2,746 shares

    0.08% of the 13F portfolio, value $757,611.

    13F-HR 0001277557-25-000002 filed by PRIVATE TRUST CO NA
    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 20,849 shares
    Change vs previous 13F -7,957 shares

    0.09% of the 13F portfolio, value $847,932.

    13F-HR 0001277557-25-000001 filed by PRIVATE TRUST CO NA
    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 28,806 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,286,743.

    13F-HR 0001277557-24-000004 filed by PRIVATE TRUST CO NA
    Filed (acceptance time not in the bulk data set), ingested

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