SPDR DJ Wilshire REIT shares owned by Beacon Financial
Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in SPDR DJ Wilshire REIT
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Quarterly reported holdings in SPDR DJ Wilshire REIT by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $283k | 2.8k | 100.29 |
| 2025-06-30 | $273k | 2.8k | 96.44 |
| 2025-03-31 | $288k | 2.9k | 99.12 |
| 2024-12-31 | $310k | 3.1k | 98.86 |
| 2024-09-30 | $334k | 3.1k | 106.73 |
| 2024-06-30 | $292k | 3.1k | 93.10 |
| 2024-03-31 | $299k | 3.2k | 94.25 |
| 2023-12-31 | $303k | 3.2k | 95.32 |
| 2023-09-30 | $681k | 7.7k | 88.38 |
| 2023-06-30 | $695k | 7.7k | 89.91 |
| 2023-03-31 | $681k | 7.7k | 88.38 |
| 2022-12-31 | $708k | 8.1k | 87.13 |
| 2022-09-30 | $676k | 8.1k | 83.15 |
| 2022-06-30 | $777k | 8.1k | 96.08 |
| 2022-03-31 | $958k | 8.0k | 119.02 |
| 2021-12-31 | $969k | 8.0k | 121.49 |
| 2021-09-30 | $869k | 8.1k | 107.16 |
| 2021-06-30 | $888k | 8.1k | 109.97 |
| 2021-03-31 | $535k | 6.2k | 85.90 |
| 2020-12-31 | $535k | 6.2k | 85.90 |
| 2020-09-30 | $469k | 6.0k | 78.02 |
| 2020-06-30 | $394k | 5.1k | 77.42 |
| 2020-03-31 | $437k | 6.0k | 73.29 |
| 2019-12-31 | $395k | 3.9k | 101.99 |
| 2019-09-30 | $390k | 3.7k | 104.64 |
| 2019-06-30 | $359k | 3.6k | 98.93 |