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Disclosery

Realta Investment Advisors: XLRE position timeline

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

Realta Investment Advisors held 5,226 XLRE shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,226 shares
    Change vs previous 13F -22,175 shares

    0.06% of the 13F portfolio, value $213,796.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,401 shares
    Change vs previous 13F +19,587 shares

    0.37% of the 13F portfolio, value $1,206,466.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,814 shares
    Change vs previous 13F +1,327 shares

    0.11% of the 13F portfolio, value $319,046.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,487 shares
    Change vs previous 13F -6,074 shares

    0.09% of the 13F portfolio, value $261,750.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,561 shares
    Change vs previous 13F +7,156 shares

    0.18% of the 13F portfolio, value $529,195.

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,405 shares
    Change vs previous 13F +2,900 shares

    0.09% of the 13F portfolio, value $223,875.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,505 shares
    Change vs previous 13F -125 shares

    0.05% of the 13F portfolio, value $104,834.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,630 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $107,409.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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