HCM
XLRE icon

Hilton Capital Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Hilton Capital Management’s Portfolio XLRE Stock Details XLRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-235
Closed -$9K – 290
2019
Q3 		$9K Hold
235
– – ﹤0.01% 278
2019
Q2 		$9K Buy
+235
New +$8.59K ﹤0.01% 310
2019
Q1 		– Sell
-235
Closed -$8.02K – 311
2018
Q4 		$7K Buy
+235
New +$7.62K ﹤0.01% 286
2018
Q3 		– Sell
-235
Closed -$7.8K – 286
2018
Q2 		$8K Buy
+235
New +$7.35K ﹤0.01% 310

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BAPIM
British Airways Pensions Investment Management London, United Kingdom $2.54B AUM 46.68% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return