Compound Planning, Inc.'s ownership history for XLRE

Compound Planning, Inc. currently holds 84.7K shares with a market value of $3.4M. It started holding XLRE on 2024-09-30. At its peak, it held 84.7K shares on 2025-12-31. Its highest holding value was $3.5M on 2025-09-30. At its lowest, it held 37.5K shares on 2024-09-30, with a value of $1.7M on 2024-09-30. In the recent 180 days, Compound Planning, Inc. has increased its shares by 5.7K. In the recent year, Compound Planning, Inc. has increased its shares by 33.9K.