SS REAL ESTATE SELECT SECTOR XLRE
$44.68
+1.1% 52w: $39.28 – $45.24
Latest 13F among current holders filed 7 days ago (Aug 26, 2026)
Price — last 12 months
research preview data39.2842.2645.24
Aug 18, 2025 Jul 2, 2026
Institutional holders
756
-21 QoQ
13F value
$5.73B
-2.9% QoQ
Smart-money holders
12
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
0.8×
$38.3M calls / $45.9M puts
Institutional value by quarter
Number of holders
Who owns XLRE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Creative Planning | Wealth advisor | 48.0M | $1.96B | 1.3% | +7.8% |
| MORGAN STANLEY | Bank broker | 7.3M | $297.8M | 0.0% | +12.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 7.2M | $293.1M | 0.0% | -63.8% |
| JPMORGAN CHASE & CO | Bank broker | 5.8M | $232.0M | 0.0% | +2650.8% |
| LPL Financial LLC | Bank broker | 4.1M | $168.1M | 0.0% | +2.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 4.0M | $163.1M | 0.0% | +2.8% |
| Cassaday & Co Wealth Management LLC | Wealth advisor | 3.3M | $135.6M | 2.9% | +1.6% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 2.7M | $111.5M | 0.1% | -52.4% |
| UBS Group AG | Bank broker | 2.1M | $83.9M | 0.0% | +37.8% |
| Capital Investment Advisors, LLC | Wealth advisor | 1.6M | $65.3M | 1.0% | +7.8% |
| Moss Adams Wealth Advisors LLC | Wealth advisor | 1.6M | $64.9M | 4.7% | +4.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.6M | $64.2M | 0.0% | -32.4% |
| ALPS ADVISORS INC | Diversified mechanical | 1.4M | $58.3M | — | +8.8% |
| Cetera Investment Advisers | Wealth advisor | 1.4M | $56.1M | 0.1% | +6.2% |
| American Family Investments, Inc. | Wealth advisor | 1.4M | $55.8M | — | New |
| Baird Financial Group, Inc. | Diversified mechanical | 1.3M | $52.6M | 0.1% | -0.5% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 1.2M | $49.9M | 0.0% | +2.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.2M | $48.3M | 0.0% | -4.0% |
| Phoenix Financial Ltd. | Other | 1.1M | $43.4M | 0.4% | Held |
| Parcion Private Wealth LLC | Wealth advisor | 1.1M | $42.9M | 2.7% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.0M | $42.1M | 0.0% | +138.6% |
| Advisory Alpha, LLC | Wealth advisor | 917.5K | $37.5M | 1.0% | -13.2% |
| PGIM Custom Harvest LLC | Wealth advisor | 783.5K | $32.0M | 0.5% | +11.7% |
| Auto-Owners Insurance Co | Wealth advisor | 766.6K | $31.3M | — | Held |
| Thrivent Financial for Lutherans | Diversified mechanical | 718.9K | $29.4M | 0.1% | +68.7% |
| ROYAL BANK OF CANADA | Bank broker | 716.8K | $29.3M | 0.0% | +21.1% |
| PEAPACK GLADSTONE FINANCIAL CORP | Other | 701.8K | $28.7M | 0.4% | +22.8% |
| FACTORY MUTUAL INSURANCE CO ★2 | Fundamental diversified | 659.0K | $26.9M | — | Held |
| Stonebridge Financial Group, LLC | Wealth advisor | 639.5K | $26.1M | 2.1% | New |
| CWM, LLC | Wealth advisor | 588.1K | $24.0M | 0.1% | +11.2% |
| Gerber Kawasaki Wealth & Investment Management | Wealth advisor | 581.7K | $23.8M | 0.8% | +11.8% |
| HighTower Advisors, LLC | Diversified mechanical | 551.3K | $22.5M | 0.0% | +3.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 535.4K | $21.9M | — | +299.8% |
| Dean, Jacobson Financial Services, LLC | Wealth advisor | 522.2K | $21.3M | 13.1% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 510.4K | $20.8M | 0.0% | -72.8% |
| Mariner, LLC | Diversified mechanical | 494.0K | $20.2M | 0.0% | +4.0% |
| WCG Wealth Advisors LLC | Wealth advisor | 475.5K | $19.4M | 0.5% | +3.2% |
| Warwick Investment Management, Inc. | Wealth advisor | 460.9K | $18.8M | 2.7% | +1.0% |
| MEITAV INVESTMENT HOUSE LTD | Wealth advisor | 448.5K | $18.3M | 0.2% | -21.0% |
| SIH Partners, LLLP | Quant stat arb | 445.2K | $18.2M | 0.6% | +304.3% |
| CITIGROUP INC | Bank broker | 425.8K | $17.4M | 0.0% | -48.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 412.6K | $17.2M | — | -36.8% |
| COUNTRY TRUST BANK | Other | 403.2K | $16.5M | 0.3% | +19.7% |
| Prentice Wealth Management LLC | Wealth advisor | 380.8K | $15.5M | — | +448.7% |
| Stonebridge Capital Advisors LLC | Other | 378.5K | $15.5M | 1.1% | +2.6% |
| Kingsview Wealth Management, LLC | Wealth advisor | 375.5K | $15.3M | 0.2% | -67.2% |
| FARMERS TRUST CO | Other | 366.7K | $15.0M | 2.4% | +44.0% |
| CAPITAL WEALTH MANAGEMENT, LLC | Wealth advisor | 362.8K | $14.8M | 4.0% | +18.5% |
| Ballentine Partners, LLC | Wealth advisor | 351.1K | $14.3M | 0.2% | +1.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 344.7K | $14.1M | 0.0% | -7.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.