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SPDR DJ Wilshire REIT shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in SPDR DJ Wilshire REIT

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire REIT held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire REIT by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $274k 2.6k 106.72
2024-06-30 $281k 3.0k 94.26
2024-03-31 $281k 3.0k 94.26
2023-12-31 $269k 2.8k 95.32
2023-09-30 $234k 2.8k 82.95

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View all positions for Compass Ion Advisors

Top funds holding SPDR DJ Wilshire REIT

Northern Trust
Charles Schwab Investment Management
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Mason Street Advisors
Morgan Stanley
BlackRock
Bank of America Corporation
BlackRock
Envestnet Asset Management
Branch Banking & Trust Company
LPL Financial
Bnp Paribas Arbitrage, Snc
Goldman Sachs Group
Patton Fund Management

View all funds holding SPDR DJ Wilshire REIT