REAL ESTATE SELECT SECT SPDR (XLRE) Institutional Shareholders
REAL ESTATE SELECT SECT SPDR (XLRE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $5.15B in XLRE holdings during the latest filing period.
Peakshares Llc is currently the largest disclosed institutional shareholder of XLRE tracked by InsiderSet, reporting ownership valued at approximately $1.17B in its June 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 $1.20M, representing an estimated loss of -99.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed XLRE value among the investors covered in this analysis. Major shareholders include Peakshares Llc, Morgan Stanley, Bank Of America Corp, 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
781
Total Reported Value
$5.15B
Largest Holder
Peakshares Llc
Largest Position
$1.17B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Peakshares Llc | 0.87% | 26,542 | $1,168,644,000 | $1,203,945 | -$1,167,440,055 | -99.90% | |
| Morgan Stanley | 0.03% | 10,788,663 | $475,024,925 | $489,373,754 | +$14,348,829 | +3.02% | |
| Bank Of America Corp | 0.02% | 7,024,401 | $309,284,381 | $318,626,829 | +$9,342,448 | +3.02% | |
| Lpl Financial Llc | 0.05% | 4,632,026 | $203,948,088 | $210,108,699 | +$6,160,611 | +3.02% | |
| Cassaday & Co Wealth Management Llc | 2.80% | 3,392,096 | $149,353,994 | $153,865,475 | +$4,511,481 | +3.02% | |
| American Family Investments, Inc. | 2.03% | 2,549,761 | $112,265,977 | $115,657,159 | +$3,391,182 | +3.02% | |
| Ubs Group Ag | 0.02% | 2,160,973 | $95,147,642 | $98,021,735 | +$2,874,093 | +3.02% | |
| Bnp Paribas Financial Markets | 0.05% | 2,158,678 | $95,046,592 | $97,917,634 | +$2,871,042 | +3.02% | |
| Vanderbilt University | 12.27% | 2,029,067 | $89,339,820 | $92,038,479 | +$2,698,659 | +3.02% | |
| Wells Fargo & Company/Mn | 0.01% | 1,773,195 | $78,073,794 | $80,432,125 | +$2,358,331 | +3.02% | |
| Capital Investment Advisors, Llc | 0.98% | 1,681,059 | $74,017,016 | $76,252,836 | +$2,235,820 | +3.02% | |
| Moss Adams Wealth Advisors Llc | 4.54% | 1,650,772 | $72,683,510 | $74,879,018 | +$2,195,508 | +3.02% | |
| Cetera Investment Advisers | 0.06% | 1,580,192 | $69,575,860 | $71,677,509 | +$2,101,649 | +3.02% | |
| Raymond James Financial Inc | 0.02% | 1,371,599 | $60,391,499 | $62,215,731 | +$1,824,232 | +3.02% | |
| Baird Financial Group, Inc. | 0.08% | 1,282,055 | $56,448,883 | $58,154,015 | +$1,705,132 | +3.02% | |
| Victory Capital Management Inc | 0.03% | 1,177,612 | $51,850,256 | $53,416,480 | +$1,566,224 | +3.02% | |
| Phoenix Financial Ltd. | 0.32% | 1,063,204 | $46,812,872 | $48,226,933 | +$1,414,061 | +3.02% | |
| Envestnet Asset Management Inc | 0.01% | 1,059,840 | $46,664,753 | $48,074,342 | +$1,409,589 | +3.02% | |
| Parcion Private Wealth Llc | 2.58% | 1,057,053 | $46,542,062 | $47,947,924 | +$1,405,862 | +3.02% | |
| Ameriprise Financial Inc | 0.01% | 1,000,810 | $44,067,254 | $45,396,742 | +$1,329,488 | +3.02% | |
| Pgim Custom Harvest Llc | 0.52% | 947,212 | $41,705,769 | $42,965,536 | +$1,259,767 | +3.02% | |
| Advisory Alpha, Llc | 0.99% | 913,389 | $40,218,730 | $41,431,325 | +$1,212,595 | +3.02% | |
| Royal Bank Of Canada | 0.01% | 680,463 | $29,961,000 | $30,865,802 | +$904,802 | +3.02% | |
| Warwick Investment Management, Inc. | 3.30% | 667,825 | $29,404,352 | $30,292,542 | +$888,190 | +3.02% | |
| Factory Mutual Insurance Co | 0.27% | 659,000 | $29,015,770 | $29,892,240 | +$876,470 | +3.02% | |
| D. E. Shaw & Co., Inc. | 0.02% | 614,909 | $27,074,443 | $27,892,272 | +$817,829 | +3.02% | |
| Auto-Owners Insurance Co | 0.58% | 584,048 | $25,703,952 | $26,492,417 | +$788,465 | +3.07% | |
| Hightower Advisors, Llc | 0.02% | 570,721 | $25,128,843 | $25,887,905 | +$759,062 | +3.02% | |
| University Of Illinois Foundation | 4.43% | 562,815 | $24,780,744 | $25,529,288 | +$748,544 | +3.02% | |
| Gerber Kawasaki Wealth & Investment Management | 0.66% | 558,459 | $24,588,877 | $25,331,700 | +$742,823 | +3.02% | |
| Cwm, Llc | 0.06% | 588,063 | $24,010,625 | $26,674,538 | +$2,663,913 | +11.09% | |
| Sns Financial Group, Llc | 0.45% | 529,816 | $23,327,798 | $24,032,454 | +$704,656 | +3.02% | |
| Dean, Jacobson Financial Services, Llc | 12.79% | 527,828 | $23,240,273 | $23,942,278 | +$702,005 | +3.02% | |
| Goldman Sachs Group Inc | 0.00% | 527,413 | $23,221,994 | $23,923,454 | +$701,460 | +3.02% | |
| Wcg Wealth Advisors Llc | 0.53% | 508,036 | $22,368,706 | $23,044,513 | +$675,807 | +3.02% | |
| Mariner, Llc | 0.02% | 503,400 | $22,164,704 | $22,834,224 | +$669,520 | +3.02% | |
| Meitav Investment House Ltd | 0.13% | 448,499 | $19,747,411 | $20,343,915 | +$596,504 | +3.02% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 428,008 | $19,024,944 | $19,414,443 | +$389,499 | +2.05% | |
| Ameritas Advisory Services, Llc | 0.37% | 419,820 | $18,484,687 | $19,043,035 | +$558,348 | +3.02% | |
| Savant Capital, Llc | 0.05% | 401,671 | $17,780,020 | $18,219,797 | +$439,777 | +2.47% | |
| Prentice Wealth Management Llc | 3.54% | 389,903 | $17,167,429 | $17,686,000 | +$518,571 | +3.02% | |
| Capital Wealth Management, Llc | 4.10% | 387,611 | $17,066,529 | $17,582,035 | +$515,506 | +3.02% | |
| Peak Retirement Planning, Inc. | 2.70% | 386,766 | $17,029,320 | $17,543,706 | +$514,386 | +3.02% | |
| Osaic Holdings, Inc. | 0.02% | 383,127 | $16,871,004 | $17,378,641 | +$507,637 | +3.01% | |
| Stonebridge Capital Advisors Llc | 1.07% | 381,438 | $16,794,702 | $17,302,028 | +$507,326 | +3.02% | |
| Kingsview Wealth Management, Llc | 0.20% | 373,394 | $16,440,545 | $16,937,152 | +$496,607 | +3.02% | |
| Stifel Financial Corp | 0.01% | 368,034 | $16,204,627 | $16,694,022 | +$489,395 | +3.02% | |
| Country Trust Bank | 0.28% | 359,583 | $15,832,439 | $16,310,685 | +$478,246 | +3.02% | |
| Barclays Plc | 0.00% | 355,294 | $15,643,593 | $16,116,136 | +$472,543 | +3.02% | |
| Ballentine Partners, Llc | 0.19% | 350,789 | $15,445,249 | $15,911,789 | +$466,540 | +3.02% |
Frequently asked questions about XLRE
Who owns the most XLRE stock?
The largest holders of XLRE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for REAL ESTATE SELECT SECT SPDR (XLRE).
Is XLRE widely held by superinvestors?
Many widely followed stocks like XLRE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XLRE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.