Skip to content
Disclosery

RAYMOND JAMES FINANCIAL INC: XLRE position timeline

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

RAYMOND JAMES FINANCIAL INC held 1,371,599 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 1,371,599 shares
    Change vs previous 13F +187,949 shares

    0.02% of the 13F portfolio, value $60,391,499.

    13F-HR 0000720005-26-000071 filed by RAYMOND JAMES FINANCIAL 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 1,183,650 shares
    Change vs previous 13F -48,937 shares

    0.01% of the 13F portfolio, value $48,328,436.

    13F-HR 0000720005-26-000052 filed by RAYMOND JAMES FINANCIAL 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 1,232,587 shares
    Change vs previous 13F -26,612 shares

    0.02% of the 13F portfolio, value $49,734,894.

    13F-HR 0000720005-26-000036 filed by RAYMOND JAMES FINANCIAL 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 1,259,199 shares
    Change vs previous 13F +74,767 shares

    0.02% of the 13F portfolio, value $53,050,086.

    13F-HR 0000720005-25-000087 filed by RAYMOND JAMES FINANCIAL 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 1,184,432 shares
    Change vs previous 13F +28,337 shares

    0.02% of the 13F portfolio, value $49,059,166.

    13F-HR 0000720005-25-000073 filed by RAYMOND JAMES FINANCIAL 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 1,156,095 shares
    Change vs previous 13F -98,258 shares

    0.02% of the 13F portfolio, value $48,382,587.

    13F-HR 0000720005-25-000054 filed by RAYMOND JAMES FINANCIAL 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 1,254,353 shares
    Change vs previous 13F +461,417 shares

    0.02% of the 13F portfolio, value $51,014,531.

    13F-HR/A 0000720005-25-000047 filed by RAYMOND JAMES FINANCIAL 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 792,936 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $35,420,444.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 16,549 shares
    • Raymond James Financial Services Advisors, Inc.: 776,387 shares

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