SPDR DJ Wilshire REIT shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in SPDR DJ Wilshire REIT
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Quarterly reported holdings in SPDR DJ Wilshire REIT by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $219k | 2.2k | 100.29 |
| 2025-06-30 | $211k | 2.2k | 96.44 |
| 2025-03-31 | $217k | 2.2k | 99.12 |
| 2024-12-31 | $216k | 2.2k | 98.86 |
| 2024-09-30 | $234k | 2.2k | 106.73 |
| 2024-06-30 | $208k | 2.2k | 93.10 |
| 2024-03-31 | $211k | 2.2k | 94.25 |
| 2023-12-31 | $213k | 2.2k | 95.32 |
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