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SPDR DJ Wilshire REIT shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset 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 Envestnet Asset 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $28M 283k 100.29
2025-06-30 $41M 424k 96.44
2025-03-31 $28M 277k 99.12
2024-12-31 $29M 297k 98.86
2024-09-30 $29M 272k 106.73
2024-06-30 $30M 320k 93.10
2024-03-31 $31M 333k 94.25
2023-09-30 $29M 353k 82.94
2023-06-30 $33M 360k 90.44
2023-03-31 $91M 1.0M 88.78
2022-12-31 $92M 1.1M 87.15
2022-09-30 $88M 1.0M 84.26
2022-06-30 $102M 1.1M 95.08
2022-03-31 $140M 1.2M 117.32
2021-12-31 $146M 1.2M 122.16
2021-09-30 $124M 1.2M 105.43
2021-06-30 $107M 1.0M 104.89
2021-03-31 $97M 1.0M 94.67
2020-12-31 $91M 1.0M 86.70
2020-09-30 $81M 1.0M 77.97
2020-06-30 $89M 1.1M 78.03
2020-03-31 $87M 1.2M 72.20
2019-12-31 $124M 1.2M 102.02
2019-09-30 $124M 1.2M 104.57
2019-06-30 $111M 1.1M 98.80
2019-03-31 $112M 1.1M 98.92
2018-12-31 $111M 1.3M 86.00
2018-09-30 $2.5M 27k 93.25
2018-06-30 $12M 131k 93.97
2018-03-31 $2.3M 26k 87.79
2017-12-31 $13M 142k 93.69
2017-09-30 $12M 127k 92.51
2017-06-30 $11M 116k 92.97
2017-03-31 $9.5M 103k 92.27
2016-12-31 $4.9M 52k 93.33
2016-09-30 $7.6M 78k 97.37
2016-06-30 $7.5M 76k 99.43
2016-03-31 $13M 139k 95.15
2015-12-31 $923k 10k 91.64
2015-09-30 $774k 9.0k 86.19
2015-06-30 $956k 11k 84.35
2015-03-31 $2.3M 24k 94.55
2014-12-31 $1.0M 11k 90.94
2014-09-30 $917k 12k 79.77
2014-06-30 $497k 6.0k 83.03
2014-03-31 $447k 5.7k 77.97
2013-12-31 $86k 1.2k 71.02
2013-09-30 $85k 1.2k 72.71
2013-06-30 $96k 1.3k 75.89

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View all positions for Envestnet Asset Management

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