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Waverly Advisors, LLC: XLRE position timeline

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

Waverly Advisors, LLC held 276,975 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 276,975 shares
    Change vs previous 13F +131,347 shares

    0.07% of the 13F portfolio, value $12,195,224.

    13F-HR 0001398344-26-014582 filed by Waverly 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 145,628 shares
    Change vs previous 13F +28,305 shares

    0.04% of the 13F portfolio, value $5,946,006.

    13F-HR 0001398344-26-009223 filed by Waverly 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 117,323 shares
    Change vs previous 13F +38,546 shares

    0.04% of the 13F portfolio, value $4,733,994.

    13F-HR 0001398344-26-003224 filed by Waverly 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 78,777 shares
    Change vs previous 13F +58,912 shares

    0.03% of the 13F portfolio, value $3,318,878.

    13F-HR 0001398344-25-020944 filed by Waverly 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 19,865 shares
    Change vs previous 13F -65,972 shares

    0.01% of the 13F portfolio, value $822,809.

    13F-HR 0001398344-25-015429 filed by Waverly 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 85,837 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,592,265.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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