L.M. Kohn & Company Select Sector Spdr Tr Real Est Transaction History

L.M. Kohn & Company

$373 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$38.04 - $45.36 $391,127 - $466,391	10,282 New	10,282 $459,000

Others Institutions Holding XLRE

# of Institutions

844

Shares Held

151M

Call Options Held

648K

Put Options Held

2.82M

Creative Planning Overland Park, KS

34.5M
Shares

$1.44 Billion
1.36% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$798 Million
0.07% of portfolio
Auto Owners Insurance CO Lansing, MI

13.4M
Shares

$558 Million
4.28% of portfolio
Morgan Stanley New York, NY

6.83M
Shares

$286 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

4.03M
Shares

$168 Million
0.04% of portfolio

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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