SPDR DJ Wilshire REIT shares owned by Burns Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in SPDR DJ Wilshire REIT
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Quarterly reported holdings in SPDR DJ Wilshire REIT by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $541k | 5.1k | 106.73 |
| 2024-06-30 | $472k | 5.1k | 93.10 |
| 2024-03-31 | $478k | 5.1k | 94.25 |
| 2023-09-30 | $421k | 5.1k | 82.94 |
| 2023-06-30 | $459k | 5.1k | 90.44 |
| 2023-03-31 | $455k | 5.1k | 88.78 |
| 2022-12-31 | $447k | 5.1k | 87.15 |
| 2022-09-30 | $438k | 5.2k | 84.28 |
| 2022-06-30 | $494k | 5.2k | 95.05 |
| 2022-03-31 | $620k | 5.3k | 117.31 |
| 2021-12-31 | $646k | 5.3k | 122.23 |
| 2021-09-30 | $2.2M | 20k | 107.28 |
| 2021-06-30 | $616k | 5.9k | 104.87 |
| 2021-03-31 | $556k | 5.9k | 94.65 |
| 2020-12-31 | $509k | 5.9k | 86.65 |
| 2020-09-30 | $463k | 5.9k | 78.01 |
| 2020-06-30 | $417k | 5.3k | 78.00 |
| 2020-03-31 | $583k | 8.1k | 72.23 |
| 2019-12-31 | $823k | 8.1k | 101.97 |
| 2019-09-30 | $844k | 8.1k | 104.57 |
| 2019-06-30 | $797k | 8.1k | 98.75 |
| 2019-03-31 | $798k | 8.1k | 98.87 |
| 2018-12-31 | $694k | 8.1k | 85.99 |
| 2018-09-30 | $744k | 8.0k | 93.20 |
| 2018-06-30 | $821k | 8.7k | 93.98 |
| 2018-03-31 | $753k | 8.7k | 86.20 |
| 2017-12-31 | $818k | 8.7k | 93.64 |
| 2017-09-30 | $808k | 8.7k | 92.49 |
| 2017-06-30 | $812k | 8.7k | 92.95 |
| 2017-03-31 | $833k | 8.7k | 95.35 |
| 2016-12-31 | $822k | 8.8k | 93.37 |
| 2016-09-30 | $812k | 8.8k | 91.83 |
| 2016-06-30 | $943k | 9.5k | 99.40 |
| 2016-03-31 | $903k | 9.5k | 95.18 |
| 2015-12-31 | $848k | 9.5k | 89.41 |
| 2015-09-30 | $818k | 9.5k | 86.18 |
| 2015-03-31 | $882k | 9.6k | 92.13 |
| 2014-12-31 | $917k | 9.6k | 95.53 |
| 2014-09-30 | $790k | 9.9k | 79.81 |
| 2014-06-30 | $842k | 10k | 83.33 |
| 2014-03-31 | $810k | 10k | 80.13 |
| 2013-12-31 | $743k | 10k | 74.05 |
| 2013-09-30 | $762k | 10k | 75.19 |
| 2013-06-30 | $752k | 10k | 74.31 |
| 2013-03-31 | $877k | 11k | 82.89 |