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Institutional Holders of XLRE

There is a long list of 667 institutional holders of XLRE within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of XLRE by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-XLRE table below, the initial column indicates the name of each top institutional holder of XLRE, with a link to that fund's top holdings. The next columns indicate the amount of XLRE stock held by each of the institutional holders of XLRE, followed by the XLRE position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Creative Planning19,890,374$796,808 12/31/2023
     XLRE19,890,374$796,808 12/31/2023
Bank of America Corp DE10,328,532$413,761 12/31/2023
     XLRE10,328,532$413,761 12/31/2023
Migdal Insurance & Financial Holdings Ltd.5,500,000$220,330 12/31/2023
     XLRE5,500,000$220,330 12/31/2023
Morgan Stanley5,037,672$201,809 12/31/2023
     XLRE5,037,672$201,809 12/31/2023
LPL Financial LLC3,569,461$142,993 12/31/2023
     XLRE3,569,461$142,993 12/31/2023
Harel Insurance Investments & Financial Services Ltd.2,918,968$116,934 12/31/2023
     XLRE2,918,968$116,934 12/31/2023
Cassaday & Co Wealth Management LLC2,651,354$106,213 12/31/2023
     XLRE2,651,354$106,213 12/31/2023
Caisse DE Depot ET Placement DU Quebec2,095,300$83,938 12/31/2023
     XLRE2,095,300$83,938 12/31/2023
Ameriprise Financial Inc.1,680,345$67,300 12/31/2023
     XLRE1,680,345$67,300 12/31/2023
Phoenix Holdings Ltd.1,584,380$63,470 12/31/2023
     XLRE1,584,380$63,470 12/31/2023
Wells Fargo & Company MN1,207,086$48,356 12/31/2023
     XLRE1,207,086$48,356 12/31/2023
WCG Wealth Advisors LLC1,165,138$46,675 12/31/2023
     XLRE1,165,138$46,675 12/31/2023
UBS Group AG1,070,624$42,889 12/31/2023
     XLRE1,070,624$42,889 12/31/2023
Baird Financial Group Inc.972,240$38,948 12/31/2023
     XLRE972,240$38,948 12/31/2023
Capital Investment Advisors LLC941,263$37,208 03/31/2024
     XLRE941,263$37,208 03/31/2024
BNP Paribas Arbitrage SA $36,461 12/31/2023
     XLRE894,947$35,852 12/31/2023
     Call690$2,764 12/31/2023
     Put538$2,155 12/31/2023
Varma Mutual Pension Insurance Co910,000$36,455 12/31/2023
     XLRE910,000$36,455 12/31/2023
Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management 816,000$32,689 12/31/2023
     XLRE816,000$32,689 12/31/2023
Alps Advisors Inc.780,299$31,259 12/31/2023
     XLRE780,299$31,259 12/31/2023
WINTON GROUP Ltd771,181$30,894 12/31/2023
     XLRE771,181$30,894 12/31/2023
Raymond James Financial Services Advisors Inc.761,659$30,108 03/31/2024
     XLRE761,659$30,108 03/31/2024
Money Design Co. Ltd.688,284$27,573 12/31/2023
     XLRE688,284$27,573 12/31/2023
Factory Mutual Insurance Co.659,000$26,050 03/31/2024
     XLRE659,000$26,050 03/31/2024
HighTower Advisors LLC649,390$26,010 12/31/2023
     XLRE649,390$26,010 12/31/2023
Mariner LLC643,440$25,776 12/31/2023
     XLRE643,440$25,776 12/31/2023
Envestnet Asset Management Inc.623,043$24,959 12/31/2023
     XLRE623,043$24,959 12/31/2023
JPMorgan Chase & Co.602,862$24,151 12/31/2023
     XLRE602,862$24,151 12/31/2023
Stadion Money Management LLC602,397$24,132 12/31/2023
     XLRE602,397$24,132 12/31/2023
Goldman Sachs Group Inc.599,816$24,029 12/31/2023
     XLRE599,816$24,029 12/31/2023
Meitav Dash Investments Ltd.593,277$23,767 12/31/2023
     XLRE593,277$23,767 12/31/2023
Banco Bilbao Vizcaya Argentaria S.A.588,875$23,605 12/31/2023
     XLRE588,875$23,605 12/31/2023
Auto Owners Insurance Co584,048$23,391 12/31/2023
     XLRE584,048$23,391 12/31/2023
Kingsview Wealth Management LLC575,396$23,050 12/31/2023
     XLRE575,396$23,050 12/31/2023
Capula Management Ltd567,980$22,753 12/31/2023
     XLRE567,980$22,753 12/31/2023
Royal Bank of Canada566,528$22,696 12/31/2023
     XLRE566,528$22,696 12/31/2023
AGF Management Ltd.555,212$22,242 12/31/2023
     XLRE555,212$22,242 12/31/2023
Dean Jacobson Financial Services LLC497,880$19,681 03/31/2024
     XLRE497,880$19,681 03/31/2024
Cullen Capital Management LLC474,772$19,019 12/31/2023
     XLRE474,772$19,019 12/31/2023
Flagship Harbor Advisors LLC478,928$18,932 03/31/2024
     XLRE478,928$18,932 03/31/2024
Waller Financial Planning Group Inc.458,726$18,133 03/31/2024
     XLRE458,726$18,133 03/31/2024
BlackRock Inc.449,874$18,022 12/31/2023
     XLRE449,874$18,022 12/31/2023
Janney Capital Management LLC442,342$17,720 12/31/2023
     XLRE442,342$17,720 12/31/2023
Cetera Advisor Networks LLC426,576$17,089 12/31/2023
     XLRE426,576$17,089 12/31/2023
Susquehanna International Group LLP $16,921 12/31/2023
     Call414,900$16,621 12/31/2023
     XLRE128,794$5,159 12/31/2023
     Put121,300$4,859 12/31/2023
Advisor Group Holdings Inc.422,222$16,915 12/31/2023
     XLRE422,222$16,915 12/31/2023
Green Harvest Asset Management LLC418,847$16,779 12/31/2023
     XLRE418,847$16,779 12/31/2023
Dakota Wealth Management400,435$15,829 03/31/2024
     XLRE400,435$15,829 03/31/2024
Raymond James & Associates389,455$15,395 03/31/2024
     XLRE389,455$15,395 03/31/2024
Country Trust Bank370,724$14,655 03/31/2024
     XLRE370,724$14,655 03/31/2024
Swan Global Investments LLC363,189$14,549 12/31/2023
     XLRE363,189$14,549 12/31/2023

See All: Funds Holding XLRE
See Details: Top 10 Hedge Funds Holding XLRE
Also See: XLRE Holdings Changes

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