XLRE · Insider trading · 13F holders · Congress trades
Fund (XLRE)
Who is buying and selling XLRE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 125
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 2
XLRE at a glance
- No open-market insider purchases or sales of XLRE were filed in the last 90 days.
- 125 13F filers hold XLRE among their 50 largest positions, worth $3.5B combined. The biggest bets by portfolio weight are Vanderbilt University (12.3%), Dean, Jacobson Financial Services, LLC (12.1%) and Viaable, LLC (6.5%). In their latest 13Fs, 4 managers opened a new position and 40 added to one.
- Members of Congress have disclosed 4 XLRE trades since 2016, 1 purchase and 1 sale in the past year; the latest was Thomas R. Suozzi (D-NY), selling $50K–100K on Aug 16, 2021.
- XLRE last closed at $43.19 on Oct 30, 2026.
XLRE insider trading
No open-market insider purchases or sales of XLRE were filed in the last 90 days.
Who owns XLRE? Hedge funds and superinvestors
125 13F filers hold XLRE among their 50 largest positions, worth $3.5B combined. The biggest bets by portfolio weight are Vanderbilt University (12.3%), Dean, Jacobson Financial Services, LLC (12.1%) and Viaable, LLC (6.5%). In their latest 13Fs, 4 managers opened a new position and 40 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Creative PlanningWealth manager | 1.3% | $2.3B | 51,785,146 | +8.0% shares | Q2 2026 |
| Cassaday & Co Wealth Management LLCWealth manager | 2.6% | $147.6M | 3,607,500 | +6.4% shares | Q3 2026 |
| American Family Investments, Inc.Family office | 2.0% | $112.3M | 2,549,761 | +86.5% shares | Q2 2026 |
| Vanderbilt UniversityEndowment & foundation | 12.3% | $89.3M | 2,029,067 | — | Q2 2026 |
| Capital Investment Advisors, LLCWealth manager | 1.0% | $76.5M | 1,869,686 | +11.2% shares | Q3 2026 |
| Moss Adams Wealth Advisors LLCWealth manager | 4.2% | $64.2M | 1,569,856 | -4.9% shares | Q3 2026 |
| Parcion Private Wealth LLCWealth manager | 2.4% | $44.1M | 1,077,989 | +2.0% shares | Q3 2026 |
| PGIM Custom Harvest LLCWealth manager | 0.5% | $41.7M | 947,212 | +20.9% shares | Q2 2026 |
| Advisory Alpha, LLCWealth manager | 1.0% | $40.2M | 913,389 | -0.4% shares | Q2 2026 |
| Warwick Investment Management, Inc.Wealth manager | 3.2% | $27.5M | 671,910 | +0.6% shares | Q3 2026 |
| University of Illinois FoundationEndowment & foundation | 4.4% | $24.8M | 562,815 | New | Q2 2026 |
| Gerber Kawasaki Wealth & Investment ManagementWealth manager | 0.6% | $24.3M | 593,840 | +6.3% shares | Q3 2026 |
| Auto-Owners Insurance CoInsurance company | 0.7% | $23.9M | 584,048 | +0.0% shares | Q3 2026 |
| Dean, Jacobson Financial Services, LLCWealth manager | 12.1% | $21.9M | 534,589 | +1.3% shares | Q3 2026 |
| Peak Retirement Planning, Inc.Wealth manager | 2.7% | $17.0M | 386,766 | — | Q2 2026 |
| Stonebridge Capital Advisors LLCWealth manager | 1.1% | $16.8M | 381,438 | +0.8% shares | Q2 2026 |
| Capital Wealth Management, LLCWealth manager | 3.8% | $16.7M | 407,901 | +5.2% shares | Q3 2026 |
| Prentice Wealth Management LLCWealth manager | 3.3% | $16.3M | 398,811 | +2.3% shares | Q3 2026 |
| Tanglewood Wealth Management, Inc.Wealth manager | 1.3% | $16.0M | 390,142 | +1309.4% shares | Q3 2026 |
| Farmers Trust CoBank & trust | 2.4% | $15.0M | 366,692 | +44.0% shares | Q1 2026 |
| Hudock, Inc.Wealth manager | 1.8% | $13.9M | 340,165 | +1.4% shares | Q3 2026 |
| Freestone Capital Holdings, LLCAsset manager | 0.4% | $13.9M | 315,720 | — | Q2 2026 |
| Trust Asset Management LLCHedge fund | 1.5% | $11.2M | 293,871 | +3.0% shares | Q2 2026 |
| Brio Consultants, LLCWealth manager | 1.3% | $10.8M | 245,437 | +2.3% shares | Q2 2026 |
| American Financial Advisors, LLCWealth manager | 1.3% | $10.6M | 241,154 | +1.0% shares | Q2 2026 |
| Amica Mutual Insurance CoInsurance company | 0.9% | $10.6M | 241,112 | -4.3% shares | Q2 2026 |
| Foguth Wealth Management, LLC.Wealth manager | 1.1% | $10.6M | 251,643 | +24.7% shares | Q3 2026 |
| Proffitt & Goodson IncWealth manager | 1.4% | $10.5M | 237,740 | +2.4% shares | Q2 2026 |
| Transamerica Financial Advisors, LLCWealth manager | 0.9% | $10.1M | 229,076 | +1.6% shares | Q2 2026 |
| Solano Wealth Investment Advisors LLCWealth manager | 3.8% | $8.4M | 190,902 | -0.6% shares | Q2 2026 |
The 30 largest of 125 positions, by value. Each manager counts with its latest 13F (Q3 2026: 47, Q2 2026: 77, Q1 2026: 1). Screen XLRE in the grand portfolio →
XLRE stock trades by members of Congress
Members of Congress have disclosed 4 XLRE trades since 2016, 1 purchase and 1 sale in the past year; the latest was Thomas R. Suozzi (D-NY), selling $50K–100K on Aug 16, 2021.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Sep 23, 2021 | Thomas R. SuozziD-NY · House | Sale | $50K–100K | Aug 16, 2021 | -7.7% |
| Sep 23, 2021 | Thomas R. SuozziD-NY · House | Buy | $50K–100K | Jun 9, 2021 | -4.6% |
| Oct 26, 2016 | Richard L. HannaR-NY · House | Exchange | $15K–50K | Sep 22, 2016 | +30.1% |
| Oct 26, 2016 | Richard L. HannaR-NY · House | Exchange | $1K–15K | Sep 22, 2016 | +30.1% |
2 members have traded XLRE: Thomas R. Suozzi, Richard L. Hanna.
XLRE questions and answers
Are insiders buying XLRE stock?
No open-market insider purchases or sales of XLRE were filed in the last 90 days.
Which hedge funds own XLRE?
125 13F filers hold XLRE among their 50 largest positions, worth $3.5B combined. The biggest bets by portfolio weight are Vanderbilt University (12.3%), Dean, Jacobson Financial Services, LLC (12.1%) and Viaable, LLC (6.5%). In their latest 13Fs, 4 managers opened a new position and 40 added to one.
Has Congress traded XLRE?
Members of Congress have disclosed 4 XLRE trades since 2016, 1 purchase and 1 sale in the past year; the latest was Thomas R. Suozzi (D-NY), selling $50K–100K on Aug 16, 2021.
Who is the largest holder of XLRE?
Among 13F filers, Creative Planning reports the largest XLRE position, $2.3B (51,785,146 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Vanderbilt University's: 12.3% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.