Venturi Wealth Management, LLC's ownership history for XLRE

Venturi Wealth Management, LLC currently holds 11.5K shares with a market value of $485.0K. It started holding XLRE on 2024-09-30. At its peak, it held 14.6K shares on 2025-06-30. Its highest holding value was $602.9K on 2025-06-30. At its lowest, it held 11.5K shares on 2025-09-30, with a value of $485.0K on 2025-09-30. In the recent 180 days, Venturi Wealth Management, LLC has decreased its shares by 1.1K.