Institutional shares held 136 Million
838K calls
4.48M puts
Total value of holdings $5.49B
$33.9M calls
$181M puts
# of Institutions 856


Latest Institutional Activity in XLRE

Top Purchases

Q1 2025
Moss Adams Wealth Advisors LLC Shares Held: 1.27M ($51.1M)
Q1 2025
Capital Investment Advisors, LLC Shares Held: 1.23M ($49.9M)
Q1 2025
Flagship Harbor Advisors, LLC Shares Held: 265K ($10.7M)
Q1 2025
Means Investment Co., Inc. Shares Held: 587K ($23.7M)
Q1 2025
Fragasso Group Inc. Shares Held: 65.6K ($2.65M)

Top Sells

Q1 2025
Sequoia Financial Advisors, LLC Shares Held: 14.8K ($597K)
Q1 2025
Advisory Alpha, LLC Shares Held: 497K ($20.1M)
Q1 2025
Olympus Wealth Management, LLC Shares Held: 26.4K ($1.07M)
Q1 2025
Ferguson Wellman Capital Management, Inc Shares Held: 9.1K ($368K)
Q1 2025
Integrated Advisors Network LLC Shares Held: 26.1K ($1.05M)

About XLRE

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