SPDR DJ Wilshire REIT shares owned by AE Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in SPDR DJ Wilshire REIT
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Quarterly reported holdings in SPDR DJ Wilshire REIT by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $76k | 753 | 100.34 |
| 2025-06-30 | $1.0M | 11k | 96.40 |
| 2025-03-31 | $23k | 233 | 98.97 |
| 2024-12-31 | $37k | 371 | 98.74 |
| 2020-06-30 | $275k | 3.5k | 77.90 |
| 2020-03-31 | $460k | 6.4k | 72.25 |
| 2019-12-31 | $697k | 6.8k | 102.00 |
| 2019-09-30 | $296k | 2.8k | 104.52 |
| 2019-06-30 | $330k | 3.3k | 98.74 |
| 2019-03-31 | $230k | 2.3k | 99.05 |
| 2018-12-31 | $391k | 4.5k | 85.95 |
| 2018-09-30 | $391k | 4.2k | 93.23 |
| 2017-06-30 | $322k | 3.5k | 92.85 |