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SPDR DJ Wilshire REIT shares owned by Convergence Financial

Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Convergence Financial from 13F filings

Historical chart of Convergence 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 Convergence Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire REIT by Convergence Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $228k 2.3k 100.29

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Spdr Series Trust Prtflo S&p500 Gw (SPYG)
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Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
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Spdr Series Trust S&P 600 SMCP GRW (SLYG)
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Simplify Exchange Traded Fun Mbs Etf (MTBA)
Tesla Motors (TSLA)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)

View all positions for Convergence Financial

Top funds holding SPDR DJ Wilshire REIT

Northern Trust
Charles Schwab Investment Management
Jpmorgan Chase & Co
Wells Fargo & Company
Millennium Management
Mason Street Advisors
Morgan Stanley
LPL Financial
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Branch Banking & Trust Company
UBS Group
BlackRock
Private Advisor
Patton Fund Management

View all funds holding SPDR DJ Wilshire REIT