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Kestra Advisory Services, LLC: XLRE position timeline

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

Kestra Advisory Services, LLC held 84,937 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,937 shares
    Change vs previous 13F +5,173 shares

    0.01% of the 13F portfolio, value $3,739,781.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 34,695 shares
    • Kestra Advisory Services, LLC: 50,242 shares

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

  2. period ended2026-03-31
    13F 79,764 shares
    Change vs previous 13F -15,318 shares

    0.01% of the 13F portfolio, value $3,256,757.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 42,901 shares
    • Kestra Advisory Services, LLC: 36,863 shares

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

  3. period ended2025-12-31
    13F 95,082 shares
    Change vs previous 13F +22,140 shares

    0.01% of the 13F portfolio, value $3,836,571.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 59,471 shares
    • Kestra Advisory Services, LLC: 35,611 shares

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

  4. period ended2025-09-30
    13F 72,942 shares
    Change vs previous 13F +10,263 shares

    0.01% of the 13F portfolio, value $3,073,037.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 38,277 shares
    • Kestra Advisory Services, LLC: 34,665 shares

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

  5. period ended2025-06-30
    13F 62,679 shares
    Change vs previous 13F +5,664 shares

    0.01% of the 13F portfolio, value $2,596,167.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 35,693 shares
    • Kestra Advisory Services, LLC: 26,986 shares

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

  6. period ended2025-03-31
    13F/A 57,015 shares
    Change vs previous 13F +4,810 shares

    0.01% of the 13F portfolio, value $2,386,078.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,386 shares
    • Kestra Advisory Services, LLC: 29,629 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 52,205 shares
    Change vs previous 13F -590 shares

    0.01% of the 13F portfolio, value $2,123,177.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,708 shares
    • Kestra Advisory Services, LLC: 27,609 shares
    • Kestra Investment Management, LLC: 888 shares

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

  8. period ended2024-09-30
    13F 52,795 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,358,375.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,165 shares
    • Kestra Advisory Services, LLC: 29,630 shares

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