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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Creative Planning | 19,890,374 | $796,808 | 12/31/2023 |
XLRE | 19,890,374 | $796,808 | 12/31/2023 |
Bank of America Corp DE | 10,328,532 | $413,761 | 12/31/2023 |
XLRE | 10,328,532 | $413,761 | 12/31/2023 |
Migdal Insurance & Financial Holdings Ltd. | 5,500,000 | $220,330 | 12/31/2023 |
XLRE | 5,500,000 | $220,330 | 12/31/2023 |
Morgan Stanley | 5,037,672 | $201,809 | 12/31/2023 |
XLRE | 5,037,672 | $201,809 | 12/31/2023 |
LPL Financial LLC | 3,569,461 | $142,993 | 12/31/2023 |
XLRE | 3,569,461 | $142,993 | 12/31/2023 |
Harel Insurance Investments & Financial Services Ltd. | 2,918,968 | $116,934 | 12/31/2023 |
XLRE | 2,918,968 | $116,934 | 12/31/2023 |
Cassaday & Co Wealth Management LLC | 2,651,354 | $106,213 | 12/31/2023 |
XLRE | 2,651,354 | $106,213 | 12/31/2023 |
Caisse DE Depot ET Placement DU Quebec | 2,095,300 | $83,938 | 12/31/2023 |
XLRE | 2,095,300 | $83,938 | 12/31/2023 |
Ameriprise Financial Inc. | 1,680,345 | $67,300 | 12/31/2023 |
XLRE | 1,680,345 | $67,300 | 12/31/2023 |
Phoenix Holdings Ltd. | 1,584,380 | $63,470 | 12/31/2023 |
XLRE | 1,584,380 | $63,470 | 12/31/2023 |
Wells Fargo & Company MN | 1,207,086 | $48,356 | 12/31/2023 |
XLRE | 1,207,086 | $48,356 | 12/31/2023 |
WCG Wealth Advisors LLC | 1,165,138 | $46,675 | 12/31/2023 |
XLRE | 1,165,138 | $46,675 | 12/31/2023 |
UBS Group AG | 1,070,624 | $42,889 | 12/31/2023 |
XLRE | 1,070,624 | $42,889 | 12/31/2023 |
Baird Financial Group Inc. | 972,240 | $38,948 | 12/31/2023 |
XLRE | 972,240 | $38,948 | 12/31/2023 |
Capital Investment Advisors LLC | 941,263 | $37,208 | 03/31/2024 |
XLRE | 941,263 | $37,208 | 03/31/2024 |
BNP Paribas Arbitrage SA | $36,461 | 12/31/2023 | |
XLRE | 894,947 | $35,852 | 12/31/2023 |
Call | 690 | $2,764 | 12/31/2023 |
Put | 538 | $2,155 | 12/31/2023 |
Varma Mutual Pension Insurance Co | 910,000 | $36,455 | 12/31/2023 |
XLRE | 910,000 | $36,455 | 12/31/2023 |
Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management | 816,000 | $32,689 | 12/31/2023 |
XLRE | 816,000 | $32,689 | 12/31/2023 |
Alps Advisors Inc. | 780,299 | $31,259 | 12/31/2023 |
XLRE | 780,299 | $31,259 | 12/31/2023 |
WINTON GROUP Ltd | 771,181 | $30,894 | 12/31/2023 |
XLRE | 771,181 | $30,894 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 761,659 | $30,108 | 03/31/2024 |
XLRE | 761,659 | $30,108 | 03/31/2024 |
Money Design Co. Ltd. | 688,284 | $27,573 | 12/31/2023 |
XLRE | 688,284 | $27,573 | 12/31/2023 |
Factory Mutual Insurance Co. | 659,000 | $26,050 | 03/31/2024 |
XLRE | 659,000 | $26,050 | 03/31/2024 |
HighTower Advisors LLC | 649,390 | $26,010 | 12/31/2023 |
XLRE | 649,390 | $26,010 | 12/31/2023 |
Mariner LLC | 643,440 | $25,776 | 12/31/2023 |
XLRE | 643,440 | $25,776 | 12/31/2023 |
Envestnet Asset Management Inc. | 623,043 | $24,959 | 12/31/2023 |
XLRE | 623,043 | $24,959 | 12/31/2023 |
JPMorgan Chase & Co. | 602,862 | $24,151 | 12/31/2023 |
XLRE | 602,862 | $24,151 | 12/31/2023 |
Stadion Money Management LLC | 602,397 | $24,132 | 12/31/2023 |
XLRE | 602,397 | $24,132 | 12/31/2023 |
Goldman Sachs Group Inc. | 599,816 | $24,029 | 12/31/2023 |
XLRE | 599,816 | $24,029 | 12/31/2023 |
Meitav Dash Investments Ltd. | 593,277 | $23,767 | 12/31/2023 |
XLRE | 593,277 | $23,767 | 12/31/2023 |
Banco Bilbao Vizcaya Argentaria S.A. | 588,875 | $23,605 | 12/31/2023 |
XLRE | 588,875 | $23,605 | 12/31/2023 |
Auto Owners Insurance Co | 584,048 | $23,391 | 12/31/2023 |
XLRE | 584,048 | $23,391 | 12/31/2023 |
Kingsview Wealth Management LLC | 575,396 | $23,050 | 12/31/2023 |
XLRE | 575,396 | $23,050 | 12/31/2023 |
Capula Management Ltd | 567,980 | $22,753 | 12/31/2023 |
XLRE | 567,980 | $22,753 | 12/31/2023 |
Royal Bank of Canada | 566,528 | $22,696 | 12/31/2023 |
XLRE | 566,528 | $22,696 | 12/31/2023 |
AGF Management Ltd. | 555,212 | $22,242 | 12/31/2023 |
XLRE | 555,212 | $22,242 | 12/31/2023 |
Dean Jacobson Financial Services LLC | 497,880 | $19,681 | 03/31/2024 |
XLRE | 497,880 | $19,681 | 03/31/2024 |
Cullen Capital Management LLC | 474,772 | $19,019 | 12/31/2023 |
XLRE | 474,772 | $19,019 | 12/31/2023 |
Flagship Harbor Advisors LLC | 478,928 | $18,932 | 03/31/2024 |
XLRE | 478,928 | $18,932 | 03/31/2024 |
Waller Financial Planning Group Inc. | 458,726 | $18,133 | 03/31/2024 |
XLRE | 458,726 | $18,133 | 03/31/2024 |
BlackRock Inc. | 449,874 | $18,022 | 12/31/2023 |
XLRE | 449,874 | $18,022 | 12/31/2023 |
Janney Capital Management LLC | 442,342 | $17,720 | 12/31/2023 |
XLRE | 442,342 | $17,720 | 12/31/2023 |
Cetera Advisor Networks LLC | 426,576 | $17,089 | 12/31/2023 |
XLRE | 426,576 | $17,089 | 12/31/2023 |
Susquehanna International Group LLP | $16,921 | 12/31/2023 | |
Call | 414,900 | $16,621 | 12/31/2023 |
XLRE | 128,794 | $5,159 | 12/31/2023 |
Put | 121,300 | $4,859 | 12/31/2023 |
Advisor Group Holdings Inc. | 422,222 | $16,915 | 12/31/2023 |
XLRE | 422,222 | $16,915 | 12/31/2023 |
Green Harvest Asset Management LLC | 418,847 | $16,779 | 12/31/2023 |
XLRE | 418,847 | $16,779 | 12/31/2023 |
Dakota Wealth Management | 400,435 | $15,829 | 03/31/2024 |
XLRE | 400,435 | $15,829 | 03/31/2024 |
Raymond James & Associates | 389,455 | $15,395 | 03/31/2024 |
XLRE | 389,455 | $15,395 | 03/31/2024 |
Country Trust Bank | 370,724 | $14,655 | 03/31/2024 |
XLRE | 370,724 | $14,655 | 03/31/2024 |
Swan Global Investments LLC | 363,189 | $14,549 | 12/31/2023 |
XLRE | 363,189 | $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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