13FPulse
XL

XLRE SS REAL ESTATE SELECT SECTOR

2026Q2 · CUSIP 81369Y860 · Sector: Other

Piling in

Net holder growth ranks near the top of the market

Funds that own it
781
Institutions that reported holding it to the SEC
Net increase in holders
+31
Last quarter 750 → now 781
How unusual is that
Top 20%
Stronger buying than 90% of US stocks
What the filings say, in one paragraph

781 funds held XLRE at the end of 2026Q2, up 31 from the quarter before. That is stronger buying than 89.9% of US stocks — among the most piled-into names this quarter. XLRE has had 15 buying rushes in its history. It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2016Q1: holders=7 2016Q2: holders=12 2016Q3: holders=372 2016Q4: holders=312 2017Q1: holders=307 2017Q2: holders=280 2017Q3: holders=279 2017Q4: holders=296 2018Q1: holders=285 2018Q2: holders=300 2018Q3: holders=304 2018Q4: holders=341 2019Q1: holders=370 2019Q2: holders=360 2019Q3: holders=385 2019Q4: holders=425 2020Q1: holders=395 2020Q2: holders=385 2020Q3: holders=397 2020Q4: holders=417 2021Q1: holders=440 2021Q2: holders=496 2021Q3: holders=536 2021Q4: holders=642 2022Q1: holders=628 2022Q2: holders=620 2022Q3: holders=574 2022Q4: holders=605 2023Q1: holders=581 2023Q2: holders=587 2023Q3: holders=584 2023Q4: holders=674 2024Q1: holders=674 2024Q2: holders=650 2024Q3: holders=735 2024Q4: holders=756 2025Q1: holders=739 2025Q2: holders=718 2025Q3: holders=724 2025Q4: holders=773 2026Q1: holders=750 2026Q2: holders=781 -360 -180 +0 +180 +360 6414821 16Q117Q218Q319Q421Q122Q223Q324Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 15 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q4 Top 20%
2024Q3 Top 5%
2023Q4 Top 5%
2022Q4 Top 20%
2021Q4 Top 5%
2021Q3 Top 5%
2021Q2 Top 5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
133
Change in large funds
+13
Total value they hold
$7.4B
Funds buying for the first time
108
Funds that sold out entirely
77
Price change that quarter
Funds holding puts (bearish)
11
Funds holding calls (bullish)
6

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.