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Swan Global Investments, LLC: XLRE position timeline

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

Swan Global Investments, LLC held 104,653 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 104,653 shares
    Change vs previous 13F +250 shares

    0.21% of the 13F portfolio, value $4,607,872.

    13F-HR 0001591505-26-000004 filed by Swan Global Investments, 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 104,403 shares
    Change vs previous 13F -31,353 shares

    0.23% of the 13F portfolio, value $4,262,774.

    13F-HR 0001591505-26-000003 filed by Swan Global Investments, 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 135,756 shares
    Change vs previous 13F -34,990 shares

    0.26% of the 13F portfolio, value $5,477,755.

    13F-HR 0001591505-26-000002 filed by Swan Global Investments, 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 170,746 shares
    Change vs previous 13F -27,767 shares

    0.32% of the 13F portfolio, value $7,193,529.

    13F-HR 0001591505-25-000006 filed by Swan Global Investments, 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 198,513 shares
    Change vs previous 13F -17,811 shares

    0.38% of the 13F portfolio, value $8,222,408.

    13F-HR 0001591505-25-000004 filed by Swan Global Investments, 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 216,324 shares
    Change vs previous 13F -17,177 shares

    0.46% of the 13F portfolio, value $9,053,159.

    13F-HR 0001591505-25-000003 filed by Swan Global Investments, 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 233,501 shares
    Change vs previous 13F -34,658 shares

    0.46% of the 13F portfolio, value $9,496,486.

    13F-HR 0001591505-25-000001 filed by Swan Global Investments, 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 268,159 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $11,978,663.

    13F-HR 0001591505-24-000006 filed by Swan Global Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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