§ EQUITY
USDXLRE
SS REAL ESTATE SELECT SECTOR
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
419 increased/new, 260 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Creative Planning | 48.0M | 1.3% | +8% |
| Morgan Stanley | 7.3M | 0.0% | −9% |
| Bank of America Corp | 7.2M | 0.0% | −64% |
| JPMORGAN CHASE & CO | 5.8M | n/a | +2651% |
| LPL Financial LLC | 4.1M | 0.0% | +3% |
| Wells Fargo & Company | 4.0M | n/a | +3% |
◇ AC INTELLIGENCE
Top institutional owners for XLRE as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER74.2% · 648 holders
DEALER / BANK21.5% · 61 holders
QUALITY / COMPOUNDER2.2% · 10 holders
INCOME / DEFENSIVE1.7% · 14 holders
SYSTEMATIC / QUANT0.2% · 6 holders
TACTICAL / MACRO0.2% · 1 holder
PASSIVE / INDEX0.1% · 2 holders
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for XLRE in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention XLRE yet.