Envestnet Asset Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire REIT by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
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

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)

View all positions for Envestnet Asset Management

Top funds holding SPDR DJ Wilshire REIT

Charles Schwab Investment Management
Wells Fargo & Company
Bank of America Corporation
Branch Banking & Trust Company
Goldman Sachs Group
Patton Fund Management
Creative Planning
Royal Bank of Canada
Private Advisor
Capital Advisors
UBS Group
Stratos Wealth Partners
Citizens Financial Group
Cullen Frost Bankers
Bank of New York Mellon

View all funds holding SPDR DJ Wilshire REIT