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SPDR DJ Wilshire REIT shares owned by Copia Wealth Management

Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Copia Wealth Management from 13F filings

Historical chart of Copia Wealth Management investment in SPDR DJ Wilshire REIT

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire REIT held by Copia Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire REIT by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.9k 79 100.29
2025-06-30 $7.6k 79 96.44
2025-03-31 $7.8k 79 99.11
2024-12-31 $7.8k 79 98.86

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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