XLRE Institutional Ownership & Shareholders
REAL ESTATE SELECT SECT SPDR (XLRE) is currently held by 764 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.43B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Creative Planning is currently the largest disclosed institutional shareholder of XLRE tracked by InsiderSet, reporting ownership valued at approximately $2.27B in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.40B, representing an estimated gain of +5.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed XLRE value among the investors covered in this analysis. Major shareholders include Creative Planning, Peakshares Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in REAL ESTATE SELECT SECT SPDR (XLRE).
This page ranks the largest institutional XLRE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
764
Total Reported Value
$7.43B
Largest Holder
Creative Planning
Largest Position
$2.27B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Creative Planning | 1.27% | 55,542,434 | $2,272,241,009 | $2,397,766,876 | +$125,525,867 | +5.52% | |
| Peakshares Llc | 0.87% | 26,542 | $1,168,644,000 | $1,145,818 | -$1,167,498,182 | -99.90% | |
| Morgan Stanley | 0.03% | 10,788,663 | $475,024,925 | $465,746,582 | -$9,278,343 | -1.95% | |
| Bank Of America Corp | 0.02% | 7,024,401 | $309,284,381 | $303,243,391 | -$6,040,990 | -1.95% | |
| Lpl Financial Llc | 0.05% | 4,632,026 | $203,948,088 | $199,964,562 | -$3,983,526 | -1.95% | |
| Cassaday & Co Wealth Management Llc | 2.61% | 3,607,500 | $147,582,819 | $155,735,775 | +$8,152,956 | +5.52% | |
| American Family Investments, Inc. | 2.03% | 2,549,761 | $112,265,977 | $110,073,182 | -$2,192,795 | -1.95% | |
| Ubs Group Ag | 0.02% | 2,160,973 | $95,147,642 | $93,289,204 | -$1,858,438 | -1.95% | |
| Bnp Paribas Financial Markets | 0.05% | 2,158,678 | $95,046,592 | $93,190,129 | -$1,856,463 | -1.95% | |
| Vanderbilt University | 10.18% | 2,046,637 | $83,727,920 | $88,353,319 | +$4,625,399 | +5.52% | |
| Wells Fargo & Company/Mn | 0.01% | 1,773,195 | $78,073,794 | $76,548,828 | -$1,524,966 | -1.95% | |
| Capital Investment Advisors, Llc | 1.01% | 1,869,686 | $76,488,858 | $80,714,345 | +$4,225,487 | +5.52% | |
| Cetera Investment Advisers | 0.06% | 1,580,192 | $69,575,860 | $68,216,889 | -$1,358,971 | -1.95% | |
| Moss Adams Wealth Advisors Llc | 4.19% | 1,569,856 | $64,222,804 | $67,770,684 | +$3,547,880 | +5.52% | |
| Raymond James Financial Inc | 0.02% | 1,371,599 | $60,391,499 | $59,211,929 | -$1,179,570 | -1.95% | |
| Baird Financial Group, Inc. | 0.08% | 1,282,055 | $56,448,883 | $55,346,314 | -$1,102,569 | -1.95% | |
| Victory Capital Management Inc | 0.03% | 1,177,612 | $51,850,256 | $50,837,510 | -$1,012,746 | -1.95% | |
| Phoenix Financial Ltd. | 0.32% | 1,063,204 | $46,812,872 | $45,898,517 | -$914,355 | -1.95% | |
| Envestnet Asset Management Inc | 0.01% | 1,059,840 | $46,664,753 | $45,753,293 | -$911,460 | -1.95% | |
| Parcion Private Wealth Llc | 2.39% | 1,077,989 | $44,100,522 | $46,536,785 | +$2,436,263 | +5.52% | |
| Ameriprise Financial Inc | 0.01% | 1,000,810 | $44,067,254 | $43,204,968 | -$862,286 | -1.96% | |
| Pgim Custom Harvest Llc | 0.52% | 947,212 | $41,705,769 | $40,891,142 | -$814,627 | -1.95% | |
| Advisory Alpha, Llc | 0.99% | 913,389 | $40,218,730 | $39,431,003 | -$787,727 | -1.96% | |
| Peapack Gladstone Financial Corp | 0.39% | 768,635 | $33,843,000 | $33,181,973 | -$661,027 | -1.95% | |
| Thrivent Financial For Lutherans | 0.05% | 709,705 | $31,249,000 | $30,637,965 | -$611,035 | -1.96% | |
| Royal Bank Of Canada | 0.01% | 680,463 | $29,961,000 | $29,375,588 | -$585,412 | -1.95% | |
| Warwick Investment Management, Inc. | 3.16% | 671,910 | $27,487,820 | $29,006,355 | +$1,518,535 | +5.52% | |
| D. E. Shaw & Co., Inc. | 0.02% | 614,909 | $27,074,443 | $26,545,622 | -$528,821 | -1.95% | |
| Janney Montgomery Scott Llc | 0.05% | 565,043 | $24,879,000 | $24,392,906 | -$486,094 | -1.95% | |
| University Of Illinois Foundation | 4.43% | 562,815 | $24,780,744 | $24,296,724 | -$484,020 | -1.95% | |
| Gerber Kawasaki Wealth & Investment Management | 0.62% | 593,840 | $24,293,954 | $25,636,073 | +$1,342,119 | +5.52% | |
| Cwm, Llc | 0.06% | 588,063 | $24,010,625 | $25,386,680 | +$1,376,055 | +5.73% | |
| Auto-Owners Insurance Co | 0.75% | 584,048 | $23,893,404 | $25,213,352 | +$1,319,948 | +5.52% | |
| Sns Financial Group, Llc | 0.45% | 529,816 | $23,327,798 | $22,872,157 | -$455,641 | -1.95% | |
| Goldman Sachs Group Inc | 0.00% | 527,413 | $23,221,994 | $22,768,419 | -$453,575 | -1.95% | |
| Wcg Wealth Advisors Llc | 0.53% | 508,036 | $22,368,706 | $21,931,914 | -$436,792 | -1.95% | |
| Mariner, Llc | 0.02% | 503,400 | $22,164,704 | $21,731,778 | -$432,926 | -1.95% | |
| Dean, Jacobson Financial Services, Llc | 12.07% | 534,589 | $21,870,048 | $23,078,207 | +$1,208,159 | +5.52% | |
| Ameritas Advisory Services, Llc | 0.37% | 419,820 | $18,484,687 | $18,123,629 | -$361,058 | -1.95% | |
| Meitav Investment House Ltd | 0.12% | 448,499 | $18,348,094 | $19,361,702 | +$1,013,608 | +5.52% | |
| Savant Capital, Llc | 0.05% | 401,671 | $17,780,020 | $17,340,137 | -$439,883 | -2.47% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 430,217 | $17,574,365 | $18,572,468 | +$998,103 | +5.68% | |
| Peak Retirement Planning, Inc. | 2.70% | 386,766 | $17,029,320 | $16,696,688 | -$332,632 | -1.95% | |
| Osaic Holdings, Inc. | 0.02% | 383,127 | $16,871,004 | $16,539,593 | -$331,411 | -1.96% | |
| Stonebridge Capital Advisors Llc | 1.07% | 381,438 | $16,794,702 | $16,466,678 | -$328,024 | -1.95% | |
| Capital Wealth Management, Llc | 3.80% | 407,901 | $16,687,214 | $17,609,086 | +$921,872 | +5.52% | |
| Kingsview Wealth Management, Llc | 0.20% | 373,394 | $16,440,545 | $16,119,419 | -$321,126 | -1.95% | |
| Prentice Wealth Management Llc | 3.31% | 398,811 | $16,315,358 | $17,216,671 | +$901,313 | +5.52% | |
| Stifel Financial Corp | 0.01% | 368,034 | $16,204,627 | $15,888,028 | -$316,599 | -1.95% | |
| Tanglewood Wealth Management, Inc. | 1.33% | 390,142 | $15,960,709 | $16,842,430 | +$881,721 | +5.52% |
Frequently asked questions about XLRE
Who are the largest institutional holders of XLRE?
The largest institutional holders of XLRE reported in the latest SEC Form 13F filings include Creative Planning, Peakshares Llc, Morgan Stanley, Bank Of America Corp, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported XLRE position.
What is XLRE institutional ownership?
This page tracks XLRE positions reported by institutional investment managers through SEC Form 13F. REAL ESTATE SELECT SECT SPDR (XLRE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XLRE?
InsiderSet currently tracks 764 institutional managers reporting XLRE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XLRE shareholders.
How much XLRE stock do institutions own?
Institutional investment managers disclosed approximately $7.43B in XLRE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XLRE institutional ownership last updated?
The latest XLRE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XLRE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XLRE position after the reporting date.
Are institutions buying or selling XLRE?
Institutional buying and selling can be analyzed by comparing XLRE positions across consecutive 13F reporting periods. InsiderSet's XLRE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XLRE ownership changes.
How has XLRE institutional ownership changed over time?
InsiderSet tracks XLRE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.