Estate Counselors, LLC XLRE holdings history
SS REAL ESTATE SELECT SECTOR · CUSIP 81369Y860 · CIK 1559832
As of 2026-06-30, Estate Counselors, LLC reported 120.27K XLRE (shares), valued at $5.30M, or 0.46% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →A comparable prior-quarter record is unavailable; changes are not inferred.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.46% | 120,268 | SEC filing ↗Filed Aug 7, 2026Combination report |
| Q1 2026 | Not reported | Not reported | — |
| Q4 2025 | 0.02% | 5,055 | SEC filing ↗Filed Feb 2, 2026Combination report |
| Q3 2025 | 0.02% | 6,780 | SEC filing ↗Filed Oct 31, 2025Combination report |
| Q2 2025 | 0.03% | 6,780 | SEC filing ↗Filed Aug 11, 2025Combination report |
| Q1 2025 | 0.92% | 212,958 | SEC filing ↗Filed May 14, 2025Combination report |
| Q4 2024 | 0.92% | 211,213 | SEC filing ↗Filed Feb 14, 2025Combination report |
| Q3 2024 | 1.68% | 362,660 | SEC filing ↗Filed Nov 12, 2024Combination report |
| Q2 2024 | 1.53% | 363,035 | SEC filing ↗Filed Aug 8, 2024Combination report |
| Q1 2024 | 0.06% | 13,680 | SEC filing ↗Filed May 14, 2024Combination report |
| Q4 2023 | 1.69% | 341,930 | SEC filing ↗Filed Jan 23, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.69% | 341,930 | $13.70M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 0.06% | 13,680 | $540.77K | Shares decreased 96.00%; reported value decreased 96.05%, and weight changed -1.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 1.53% | 363,035 | $13.94M | Shares increased 2553.76%; reported value increased 2478.58%, and weight changed +1.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2024 |
| Q3 2024 | 1.68% | 362,660 | $16.20M | Shares decreased 0.10%; reported value increased 16.18%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 0.92% | 211,213 | $8.59M | Shares decreased 41.76%; reported value decreased 46.98%, and weight changed -0.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 0.92% | 212,958 | $8.91M | Shares increased 0.83%; reported value increased 3.75%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 0.03% | 6,780 | $280.83K | Shares decreased 96.82%; reported value decreased 96.85%, and weight changed -0.89 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 0.02% | 6,780 | $285.64K | Shares unchanged; reported value increased 1.71%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2025 |
| Q4 2025 | 0.02% | 5,055 | $203.97K | Shares decreased 25.44%; reported value decreased 28.59%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2026 |
| Q1 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2026 | 0.46% | 120,268 | $5.30M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Aug 7, 2026 |
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