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Focus Partners Wealth: XLRE position timeline

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

Focus Partners Wealth held 76,484 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 76,484 shares
    Change vs previous 13F +9,252 shares

    <0.01% of the 13F portfolio, value $3,367,689.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 66,615 shares
    • Focus Partners Advisor Solutions, LLC: 9,869 shares

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

  2. period ended2026-03-31
    13F 67,232 shares
    Change vs previous 13F -9,821 shares

    <0.01% of the 13F portfolio, value $2,745,093.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 44,272 shares
    • Focus Partners Advisor Solutions, LLC: 22,960 shares

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

  3. period ended2025-12-31
    13F 77,053 shares
    Change vs previous 13F +8,739 shares

    <0.01% of the 13F portfolio, value $3,109,152.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 52,827 shares
    • Focus Partners Advisor Solutions, LLC: 24,226 shares

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

  4. period ended2025-09-30
    13F 68,314 shares
    Change vs previous 13F +16,156 shares

    <0.01% of the 13F portfolio, value $2,835,338.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 20,206 shares
    • Focus Partners Advisor Solutions, LLC: 48,108 shares

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

  5. period ended2025-06-30
    13F 52,158 shares
    Change vs previous 13F -120,157 shares

    <0.01% of the 13F portfolio, value $2,160,436.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 24,421 shares
    • Focus Partners Advisor Solutions, LLC: 27,737 shares

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

  6. period ended2025-03-31
    13F/A 172,315 shares
    Change vs previous 13F +135,678 shares

    0.02% of the 13F portfolio, value $7,211,436.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 143,574 shares
    • Focus Partners Advisor Solutions, LLC: 28,741 shares

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

  7. period ended2024-12-31
    13F/A 36,637 shares
    Change vs previous 13F +2,935 shares

    <0.01% of the 13F portfolio, value $1,490,078.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 25,807 shares
    • Focus Partners Advisor Solutions, LLC: 10,830 shares

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

  8. period ended2024-09-30
    13F 33,702 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,505,520.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 13,426 shares
    • Focus Partners Advisor Solutions, LLC: 20,276 shares

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