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Disclosery

Ranch Capital Advisors Inc.: XLRE position timeline

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

Ranch Capital Advisors Inc. held 42,104 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,104 shares
    Change vs previous 13F +10,259 shares

    0.59% of the 13F portfolio, value $1,853,826.

    13F-HR 0001793269-26-000003 filed by Ranch Capital 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 31,845 shares
    Change vs previous 13F +1,206 shares

    0.48% of the 13F portfolio, value $1,300,233.

    13F-HR 0001793269-26-000002 filed by Ranch Capital 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 30,639 shares
    Change vs previous 13F +502 shares

    0.46% of the 13F portfolio, value $1,236,287.

    13F-HR 0001793269-26-000001 filed by Ranch Capital 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 30,137 shares
    Change vs previous 13F +558 shares

    0.49% of the 13F portfolio, value $1,269,679.

    13F-HR 0001793269-25-000008 filed by Ranch Capital 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 29,579 shares
    Change vs previous 13F +2,475 shares

    0.53% of the 13F portfolio, value $1,225,176.

    13F-HR 0001793269-25-000003 filed by Ranch Capital 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 27,104 shares
    Change vs previous 13F -115 shares

    0.54% of the 13F portfolio, value $1,134,309.

    13F-HR 0001793269-25-000002 filed by Ranch Capital 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 27,219 shares
    Change vs previous 13F +1,485 shares

    0.52% of the 13F portfolio, value $1,106,999.

    13F-HR 0001793269-25-000001 filed by Ranch Capital 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 25,734 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,149,519.

    13F-HR 0001793269-24-000005 filed by Ranch Capital Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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