Who Owns REAL ESTATE SEL SEC (XLRE)? -- Institutional Holders (2026-06-30)

864 institutions reported holding $6.49B of REAL ESTATE SEL SEC (XLRE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Creative Planning ($2.28B), MORGAN STANLEY ($475.0M), BANK OF AMERICA CORP /DE/ ($309.3M), LPL Financial LLC ($203.9M), Cassaday & Co Wealth Management LLC ($149.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Creative Planning$2.28B51.8MAdded
2MORGAN STANLEY$475.0M10.8MAdded
3BANK OF AMERICA CORP /DE/$309.3M7.0MTrimmed
4LPL Financial LLC$203.9M4.6MAdded
5Cassaday & Co Wealth Management LLC$149.4M3.4MAdded
6American Family Investments, Inc.$112.3M2.5MAdded
7UBS Group AG$99.6M2.3MTrimmed
8BNP PARIBAS FINANCIAL MARKETS$97.2M2.2MAdded
9Vanderbilt University$89.3M2.0MNew
10WELLS FARGO & COMPANY/MN$78.1M1.8MTrimmed
11Capital Investment Advisors, LLC$74.0M1.7MAdded
12Moss Adams Wealth Advisors LLC$72.7M1.7MAdded
13Cetera Investment Advisers$69.6M1.6MAdded
14RAYMOND JAMES FINANCIAL INC$60.4M1.4MAdded
15Baird Financial Group, Inc.$56.4M1.3MTrimmed
16VICTORY CAPITAL MANAGEMENT INC$51.9M1.2MTrimmed
17Phoenix Financial Ltd.$46.8M1.1MTrimmed
18ENVESTNET ASSET MANAGEMENT INC$46.7M1.1MAdded
19Parcion Private Wealth LLC$46.5M1.1MAdded
20AMERIPRISE FINANCIAL INC$44.1M1.0MTrimmed
21PGIM Custom Harvest LLC$41.7M947,212Added
22Advisory Alpha, LLC$40.2M913,389Trimmed
23PEAPACK GLADSTONE FINANCIAL CORP$33.8M768,635Added
24SUSQUEHANNA INTERNATIONAL GROUP, LLP$32.1M729,266Added
25Thrivent Financial for Lutherans$31.2M709,705Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30