Kovitz Investment Group Partners, LLC Select Sector Spdr Tr Real Est Transaction History

Kovitz Investment Group Partners, LLC

$23.6 Billion
Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 25,294 shares of XLRE stock, worth $1.04 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

25,294

Previous 25,853 2.16%

Holding current value

$1.04 Million

Previous $1.07 Million 0.47%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$40.94 - $42.85 $22,885 - $23,953	-559 Reduced 2.16%	25,294 $1.07 Million
Q2 2025 Aug 14, 2025	SELL	$37.08 - $42.26 $129,520 - $147,614	-3,493 Reduced 11.9%	25,853 $1.07 Million
Q1 2025 May 13, 2025	SELL	$39.18 - $43.52 $140,264 - $155,801	-3,580 Reduced 10.87%	29,346 $1.23 Million
Q4 2024 Aug 25, 2025	BUY	$40.06 - $45.21 $283,344 - $319,770	7,073 Added 27.36%	32,926 $1.34 Million
Q4 2024 Feb 14, 2025	BUY	$40.06 - $45.21 $167,891 - $189,475	4,191 Added 14.59%	32,926 $1.34 Million

Q3 2024 Nov 14, 2024	BUY	$38.04 - $45.36 $861,263 - $1.03 Million	22,641 Added 371.53%	28,735 $1.28 Million
Q2 2024 Aug 14, 2024	SELL	$35.73 - $39.2 $217,988 - $239,159	-6,101 Reduced 50.03%	6,094 $234,000
Q1 2024 May 14, 2024	BUY	$37.55 - $40.43 $457,922 - $493,043	12,195 New	12,195 $482,000

Others Institutions Holding XLRE

# of Institutions

837

Shares Held

152M

Call Options Held

490K

Put Options Held

2.31M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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Kovitz Investment Group Partners, LLC Select Sector Spdr Tr Real Est Transaction History