SPDR DJ Wilshire REIT shares owned by Clientfirst Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Clientfirst Wealth Management
from 13F filings
Historical chart of Clientfirst Wealth Management investment in SPDR DJ Wilshire REIT
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Quarterly reported holdings in SPDR DJ Wilshire REIT by Clientfirst Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $627k | 6.3k | 100.29 |
| 2025-06-30 | $603k | 6.3k | 96.44 |
| 2025-03-31 | $620k | 6.3k | 99.12 |
| 2024-12-31 | $618k | 6.3k | 98.86 |
| 2023-09-30 | $518k | 6.3k | 82.86 |
| 2023-06-30 | $585k | 6.3k | 93.51 |
| 2023-03-31 | $551k | 6.3k | 88.05 |
| 2022-12-31 | $545k | 6.3k | 87.15 |
| 2022-09-30 | $576k | 6.3k | 92.13 |
| 2022-06-30 | $594k | 6.3k | 95.01 |
| 2022-03-31 | $733k | 6.3k | 117.24 |
| 2021-12-31 | $727k | 6.3k | 116.28 |
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