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Disclosery

Phoenix Financial Ltd.: XLRE position timeline

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

Phoenix Financial Ltd. held 1,063,204 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,063,204 shares
    Change vs previous 13F -200 shares

    0.32% of the 13F portfolio, value $46,812,872.

    13F-HR 0001178913-26-004030 filed by Phoenix Financial Ltd.
    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 1,063,404 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $43,419,319.

    13F-HR 0001178913-26-002511 filed by Phoenix Financial Ltd.
    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 1,063,404 shares
    Change vs previous 13F -3,633,800 shares

    0.47% of the 13F portfolio, value $42,908,351.

    13F-HR 0001178913-26-000305 filed by Phoenix Financial Ltd.
    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/A 4,697,204 shares
    Change vs previous 13F +2,373,000 shares

    2.41% of the 13F portfolio, value $197,893,205.

    13F-HR/A 0001178913-25-003791 filed by Phoenix Financial Ltd.
    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 2,324,204 shares
    Change vs previous 13F -1,210,000 shares

    1.27% of the 13F portfolio, value $96,268,530.

    13F-HR 0001178913-25-002533 filed by Phoenix Financial Ltd.
    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 3,534,204 shares
    Change vs previous 13F +1,125,800 shares

    2.26% of the 13F portfolio, value $147,906,437.

    13F-HR 0001178913-25-001625 filed by Phoenix Financial Ltd.
    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 2,408,404 shares
    Change vs previous 13F 0 shares

    1.34% of the 13F portfolio, value $97,949,791.

    13F-HR 0001178913-25-000450 filed by Phoenix Financial Ltd.
    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 2,408,404 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $107,583,407.

    13F-HR 0001178913-24-003477 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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