EP Wealth Advisors, LLC's ownership history for XLRE
EP Wealth Advisors, LLC currently holds 111.8K shares with a market value of $4.6M. It started holding XLRE on 2024-09-30. At its peak, it held 111.8K shares on 2025-06-30. Its highest holding value was $4.6M on 2025-06-30. At its lowest, it held 51.8K shares on 2024-09-30, with a value of $2.3M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 35.3K.
EP Wealth Advisors, LLC's ownership history for XLRE