LCM
XLRE icon

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

LDR 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
2024
Q4 		– Sell
-57,185
Closed -$2.55M – 36
2024
Q3 		$2.55M Sell
57,185
-11,655
-17% -$491K 2.84% 15
2024
Q2 		$2.64M Sell
68,840
-15,563
-18% -$586K 2.41% 17
2024
Q1 		$3.34M Sell
84,403
-49,267
-37% -$1.92M 2.24% 12
2023
Q4 		$5.35M Buy
133,670
+15,981
+14% +$574K 2.99% 7
2023
Q3 		$4.01M Buy
117,689
+23,357
+25% +$864K 2.43% 9
2023
Q2 		$3.56M Buy
94,332
+8,727
+10% +$322K 2.21% 13
2023
Q1 		$3.2M Hold
85,605
– – 2.11% 17
2022
Q4 		$3.16M Buy
85,605
+32,086
+60% +$1.18M 1.73% 18
2022
Q3 		$1.93M Buy
+53,519
New +$2.24M 0.97% 28

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return