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Disclosery

Cerity Partners LLC: XLRE position timeline

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

Cerity Partners LLC held 149,725 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 149,725 shares
    Change vs previous 13F -1,177 shares

    0.01% of the 13F portfolio, value $6,592,440.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 150,902 shares
    Change vs previous 13F -5,223 shares

    0.01% of the 13F portfolio, value $6,161,320.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 156,125 shares
    Change vs previous 13F +122,162 shares

    0.01% of the 13F portfolio, value $6,299,659.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 33,963 shares
    Change vs previous 13F -10,428 shares

    <0.01% of the 13F portfolio, value $1,430,853.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 44,391 shares
    Change vs previous 13F +490 shares

    <0.01% of the 13F portfolio, value $1,838,662.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 43,901 shares
    Change vs previous 13F +16,009 shares

    <0.01% of the 13F portfolio, value $1,837,250.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 27,892 shares
    Change vs previous 13F +7,292 shares

    <0.01% of the 13F portfolio, value $1,134,370.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 20,600 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $920,202.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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