SPDR DJ Wilshire REIT shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in SPDR DJ Wilshire REIT
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Quarterly reported holdings in SPDR DJ Wilshire REIT by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 10k | 100.21 |
| 2025-06-30 | $1.1M | 11k | 99.06 |
| 2024-12-31 | $1.4M | 14k | 98.83 |
| 2024-09-30 | $1.6M | 15k | 106.70 |
| 2024-06-30 | $1.7M | 18k | 93.08 |
| 2024-03-31 | $1.8M | 20k | 94.26 |
| 2023-12-31 | $1.8M | 19k | 95.30 |
| 2023-09-30 | $695k | 8.4k | 82.85 |
| 2023-06-30 | $838k | 9.3k | 90.36 |
| 2023-03-31 | $786k | 9.0k | 87.09 |
| 2022-12-31 | $115k | 1.4k | 84.06 |
| 2022-09-30 | $115k | 1.4k | 84.06 |
| 2022-06-30 | $132k | 1.4k | 95.17 |
| 2022-03-31 | $163k | 1.4k | 117.52 |
| 2021-12-31 | $169k | 1.4k | 121.85 |
| 2021-09-30 | $146k | 1.4k | 105.34 |
| 2021-06-30 | $148k | 1.4k | 105.04 |
| 2021-03-31 | $136k | 1.4k | 94.97 |
| 2020-12-31 | $124k | 1.4k | 86.65 |
| 2020-09-30 | $337k | 4.3k | 78.03 |
| 2020-06-30 | $337k | 4.3k | 78.05 |
| 2020-03-31 | $373k | 5.2k | 72.22 |
| 2019-12-31 | $1.0M | 9.9k | 102.00 |
| 2019-09-30 | $850k | 8.1k | 104.58 |
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