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SPDR Dow Jones Global Real Estate shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of SPDR Dow Jones Global Real Estate (RWO) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in SPDR Dow Jones Global Real Estate

Tip: Access up to 7 years of quarterly data

All positions including SPDR Dow Jones Global Real Estate held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Dow Jones Global Real Estate by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.6M 58k 45.02
2020-06-30 $428k 11k 39.06
2020-03-31 $431k 12k 36.00
2019-12-31 $617k 12k 51.49

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Top funds holding SPDR Dow Jones Global Real Estate

State Street Corporation
Huntington National Bank
Bank of New York Mellon
Goldman Sachs Group
Quent Capital
Raymond James Financial
Hsbc Holdings
Envestnet Asset Management
Mariner Wealth Advisors
Brighton Jones
LPL Financial
Modera Wealth Management
Streettalk Advisors
Addis & Hill
Henson-Edgewater Management

View all funds holding SPDR Dow Jones Global Real Estate