SPDR DJ Wilshire REIT shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in SPDR DJ Wilshire REIT
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Quarterly reported holdings in SPDR DJ Wilshire REIT by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $57k | 601 | 95.32 |
| 2023-09-30 | $50k | 601 | 82.94 |
| 2023-06-30 | $54k | 601 | 90.44 |
| 2023-03-31 | $53k | 601 | 88.78 |
| 2022-12-31 | $65k | 749 | 87.15 |
| 2022-09-30 | $67k | 799 | 83.85 |
| 2022-06-30 | $76k | 799 | 95.12 |
| 2022-03-31 | $94k | 799 | 117.65 |
| 2021-12-31 | $3.0k | 22 | 136.36 |
| 2020-03-31 | $227k | 3.1k | 72.27 |
| 2019-12-31 | $320k | 3.1k | 101.88 |
| 2019-09-30 | $328k | 3.1k | 104.43 |