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Disclosery

Savant Capital, LLC: XLRE position timeline

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

Savant Capital, LLC held 401,671 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 401,671 shares
    Change vs previous 13F +365,660 shares

    0.05% of the 13F portfolio, value $17,780,020.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 36,011 shares
    Change vs previous 13F -456 shares

    0.01% of the 13F portfolio, value $1,470,331.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 36,467 shares
    Change vs previous 13F -2,073 shares

    0.01% of the 13F portfolio, value $1,471,444.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 38,540 shares
    Change vs previous 13F -4,002 shares

    0.01% of the 13F portfolio, value $1,623,691.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 42,542 shares
    Change vs previous 13F -3,698 shares

    0.01% of the 13F portfolio, value $1,762,090.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 46,240 shares
    Change vs previous 13F -3,569 shares

    0.02% of the 13F portfolio, value $1,935,144.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, 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 49,809 shares
    Change vs previous 13F -2,217 shares

    0.02% of the 13F portfolio, value $2,025,722.

    13F-HR 0001085146-25-000573 filed by Savant Capital, 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 52,026 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,324,002.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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