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Disclosery

CWM, LLC: XLRE position timeline

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

CWM, LLC held 588,063 XLRE shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 588,063 shares
    Change vs previous 13F +59,145 shares

    0.06% of the 13F portfolio, value $24,010,625.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 528,918 shares
    Change vs previous 13F +75,000 shares

    0.06% of the 13F portfolio, value $21,342,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 453,918 shares
    Change vs previous 13F +107,641 shares

    0.06% of the 13F portfolio, value $19,124,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 346,277 shares
    Change vs previous 13F -5,701 shares

    0.05% of the 13F portfolio, value $14,343,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 351,978 shares
    Change vs previous 13F +40,864 shares

    0.06% of the 13F portfolio, value $14,730,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 311,114 shares
    Change vs previous 13F +21,177 shares

    0.05% of the 13F portfolio, value $12,653,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 289,937 shares
    Change vs previous 13F +31,371 shares

    0.06% of the 13F portfolio, value $12,951,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 258,566 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $9,932,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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