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
Tip: Access up to 7 years of quarterly data
All positions including SPDR DJ Wilshire REIT held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR DJ Wilshire REIT by Beacon Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |