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OSAIC HOLDINGS, INC.: XLRE position timeline

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

OSAIC HOLDINGS, INC. held 383,127 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 383,127 shares
    Change vs previous 13F +177,197 shares

    0.02% of the 13F portfolio, value $16,871,004.

    13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
    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 205,930 shares
    Change vs previous 13F +24,078 shares

    0.01% of the 13F portfolio, value $8,409,337.

    13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
    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 181,852 shares
    Change vs previous 13F -952,329 shares

    0.01% of the 13F portfolio, value $7,339,062.

    13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
    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 1,134,181 shares
    Change vs previous 13F +966,049 shares

    0.07% of the 13F portfolio, value $47,791,998.

    13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
    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/A 168,132 shares
    Change vs previous 13F -49,601 shares

    0.01% of the 13F portfolio, value $6,969,671.

    13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
    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 217,733 shares
    Change vs previous 13F -65,272 shares

    0.02% of the 13F portfolio, value $9,113,574.

    13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
    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/A 283,005 shares
    Change vs previous 13F +5,122 shares

    0.02% of the 13F portfolio, value $10,422,928.

    13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
    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 277,883 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,413,951.

    13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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