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Disclosery

Freestone Capital Holdings, LLC: XLRE position timeline

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

Freestone Capital Holdings, LLC held 315,720 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 315,720 shares
    Change vs previous 13F +39,614 shares

    0.36% of the 13F portfolio, value $13,901,191.

    13F-HR 0001172661-26-002975 filed by Freestone Capital Holdings, 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 276,106 shares
    Change vs previous 13F +42,345 shares

    0.34% of the 13F portfolio, value $11,273,394.

    13F-HR 0001172661-26-001772 filed by Freestone Capital Holdings, 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 233,761 shares
    Change vs previous 13F +8,487 shares

    0.28% of the 13F portfolio, value $9,432,256.

    13F-HR 0001172661-26-000297 filed by Freestone Capital Holdings, 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 225,274 shares
    Change vs previous 13F -16,010 shares

    0.29% of the 13F portfolio, value $9,490,794.

    13F-HR 0001172661-25-004725 filed by Freestone Capital Holdings, 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 241,284 shares
    Change vs previous 13F +14,374 shares

    0.34% of the 13F portfolio, value $9,993,983.

    13F-HR 0001172661-25-002886 filed by Freestone Capital Holdings, 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 226,910 shares
    Change vs previous 13F -6,413 shares

    0.36% of the 13F portfolio, value $9,496,184.

    13F-HR 0001172661-25-001788 filed by Freestone Capital Holdings, 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 233,323 shares
    Change vs previous 13F +8,763 shares

    0.33% of the 13F portfolio, value $9,489,246.

    13F-HR 0001172661-25-000557 filed by Freestone Capital Holdings, 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 224,560 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $10,031,095.

    13F-HR 0001172661-24-004850 filed by Freestone Capital Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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