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SPDR DJ Wilshire REIT shares owned by Affinity Wealth

Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Affinity Wealth from 13F filings

Historical chart of Affinity Wealth investment in SPDR DJ Wilshire REIT

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire REIT held by Affinity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire REIT by Affinity Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $10M 92k 112.97
2026-03-31 $9.0M 89k 100.97

More positions owned by Affinity Wealth

Schwab U.S. Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)
JPMorgan US Value Factor ETF Us Value Factr (JVAL)
Schwab Fundamental International Large Company Index Fundamental Intl (FNDF)
Invesco S&P MidCap Momentum ET S&p Mdcp Momntum (XMMO)
Invesco S&P International Developed Momentum ETF S&p Intl Momnt (IDMO)
iShares 1-5 Year Investment Grade Corporate Bond ETF Ishs 1-5yr Invs (IGSB)
State Street SPDR Dow Jones REIT ETF St Str Dow Reit (RWR)
iShares Bitcoin Trust ETF Shs Ben Int (IBIT)
NVR (NVR)
Exxon Mobil Corporation (XOM)
Timken Company (TKR)
Northrop Grumman Corporation (NOC)
Procter & Gamble Company (PG)
Thermo Fisher Scientific (TMO)
Amazon (AMZN)

View all positions for Affinity Wealth

Top funds holding SPDR DJ Wilshire REIT

Northern Trust
Charles Schwab Investment Management
Sixth Street Partners Management Company
LPL Financial
Mason Street Advisors
Wells Fargo & Company
Morgan Stanley
Envestnet Asset Management
McMill Wealth Management
Jpmorgan Chase & Co
Bank of America Corporation
UBS Group
Ameriprise Financial
BlackRock
Branch Banking & Trust Company

View all funds holding SPDR DJ Wilshire REIT