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Stonebridge Capital Advisors LLC: XLRE position timeline

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

Stonebridge Capital Advisors LLC held 381,438 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 381,438 shares
    Change vs previous 13F +2,927 shares

    1.07% of the 13F portfolio, value $16,794,702.

    13F-HR 0001600035-26-000003 filed by Stonebridge Capital Advisors LLC
    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 378,511 shares
    Change vs previous 13F +9,482 shares

    1.08% of the 13F portfolio, value $15,454,623.

    13F-HR 0001600035-26-000002 filed by Stonebridge Capital Advisors LLC
    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 369,029 shares
    Change vs previous 13F +17,886 shares

    1.03% of the 13F portfolio, value $14,890,328.

    13F-HR 0001600035-26-000001 filed by Stonebridge Capital Advisors LLC
    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 351,143 shares
    Change vs previous 13F +10,518 shares

    1.06% of the 13F portfolio, value $14,793,667.

    13F-HR 0001600035-25-000005 filed by Stonebridge Capital Advisors LLC
    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 340,625 shares
    Change vs previous 13F +14,713 shares

    1.07% of the 13F portfolio, value $14,108,698.

    13F-HR 0001600035-25-000003 filed by Stonebridge Capital Advisors LLC
    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 325,912 shares
    Change vs previous 13F +6,544 shares

    1.11% of the 13F portfolio, value $13,639,404.

    13F-HR 0001600035-25-000002 filed by Stonebridge Capital Advisors LLC
    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 319,368 shares
    Change vs previous 13F +4,210 shares

    1.04% of the 13F portfolio, value $12,988,693.

    13F-HR 0001600035-25-000001 filed by Stonebridge Capital Advisors LLC
    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 315,158 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $14,078,116.

    13F-HR 0001600035-24-000006 filed by Stonebridge Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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