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Disclosery

Western Wealth Management, LLC: XLRE position timeline

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

Western Wealth Management, LLC held 133,532 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 133,532 shares
    Change vs previous 13F +30,735 shares

    0.19% of the 13F portfolio, value $5,879,401.

    13F-HR 0001767902-26-000006 filed by Western Wealth Management, 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/A 102,797 shares
    Change vs previous 13F +11,481 shares

    0.16% of the 13F portfolio, value $4,197,200.

    13F-HR/A 0001767902-26-000005 filed by Western Wealth Management, 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 91,316 shares
    Change vs previous 13F -34,478 shares

    0.17% of the 13F portfolio, value $3,684,620.

    13F-HR 0001767902-26-000002 filed by Western Wealth Management, 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 125,794 shares
    Change vs previous 13F +69,679 shares

    0.28% of the 13F portfolio, value $5,299,712.

    13F-HR 0001767902-25-000009 filed by Western Wealth Management, 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 56,115 shares
    Change vs previous 13F +4,938 shares

    0.14% of the 13F portfolio, value $2,324,268.

    13F-HR 0001908177-25-000004 filed by Western Wealth Management, 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 51,177 shares
    Change vs previous 13F -7,928 shares

    0.14% of the 13F portfolio, value $2,141,749.

    13F-HR 0001767902-25-000006 filed by Western Wealth Management, 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/A 59,105 shares
    Change vs previous 13F -39,235 shares

    0.16% of the 13F portfolio, value $2,403,770.

    13F-HR/A 0001767902-25-000004 filed by Western Wealth Management, 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 98,340 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,392,865.

    13F-HR 0001085146-24-005487 filed by Western Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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