SPDR DJ Wilshire REIT shares owned by Assetmark
Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Assetmark
from 13F filings
Historical chart of Assetmark investment in SPDR DJ Wilshire REIT
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Quarterly reported holdings in SPDR DJ Wilshire REIT by Assetmark
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.5M | 37k | 95.32 |
| 2023-09-30 | $3.1M | 37k | 82.94 |
| 2023-06-30 | $3.3M | 36k | 90.44 |
| 2023-03-31 | $3.2M | 36k | 88.78 |
| 2022-12-31 | $190k | 2.2k | 87.15 |
| 2022-09-30 | $34k | 398 | 85.43 |
| 2022-06-30 | $376k | 4.0k | 95.12 |
| 2022-03-31 | $68k | 576 | 118.06 |
| 2021-12-31 | $8.5M | 70k | 122.16 |
| 2021-09-30 | $8.1M | 76k | 105.43 |
| 2021-06-30 | $5.6M | 54k | 104.89 |
| 2021-03-31 | $5.6M | 60k | 94.67 |
| 2020-12-31 | $5.6M | 65k | 86.70 |
| 2020-09-30 | $15k | 190 | 78.95 |
| 2020-06-30 | $13M | 164k | 78.03 |
| 2020-03-31 | $32M | 446k | 72.20 |
| 2019-12-31 | $48M | 471k | 102.02 |
| 2019-09-30 | $59M | 563k | 104.57 |
| 2019-06-30 | $49M | 498k | 98.80 |
| 2019-03-31 | $34M | 346k | 98.92 |
| 2018-12-31 | $18M | 209k | 86.00 |
| 2018-09-30 | $21M | 226k | 93.25 |
| 2018-06-30 | $7.1M | 76k | 93.96 |
| 2018-03-31 | $7.2M | 83k | 86.14 |
| 2017-12-31 | $22M | 240k | 93.69 |
| 2017-09-30 | $22M | 237k | 92.51 |
| 2017-06-30 | $45M | 479k | 92.98 |
| 2017-03-31 | $57M | 621k | 92.28 |
| 2016-12-31 | $76M | 817k | 93.35 |
| 2016-09-30 | $91M | 935k | 97.37 |
| 2016-06-30 | $83M | 833k | 99.43 |
| 2016-03-31 | $69M | 725k | 95.15 |
| 2015-12-31 | $46M | 501k | 91.63 |
| 2015-09-30 | $42M | 491k | 86.17 |
| 2015-06-30 | $46M | 548k | 84.38 |
| 2015-03-31 | $56M | 588k | 94.57 |
| 2014-12-31 | $48M | 526k | 90.90 |
| 2014-09-30 | $47M | 587k | 79.80 |
| 2014-06-30 | $43M | 517k | 83.00 |
| 2014-03-31 | $37M | 476k | 78.03 |
| 2013-12-31 | $28M | 399k | 71.27 |
| 2013-09-30 | $27M | 364k | 72.93 |