SPDR DJ Wilshire REIT shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning investment in SPDR DJ Wilshire REIT
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Quarterly reported holdings in SPDR DJ Wilshire REIT by Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.0M | 41k | 98.86 |
| 2024-09-30 | $4.3M | 41k | 106.73 |
| 2024-06-30 | $3.8M | 41k | 93.10 |
| 2024-03-31 | $3.9M | 41k | 94.25 |
| 2023-12-31 | $4.0M | 42k | 95.32 |
| 2023-09-30 | $2.1M | 26k | 82.94 |
| 2023-06-30 | $1.3M | 14k | 90.44 |
| 2023-03-31 | $1.4M | 15k | 88.78 |
| 2022-12-31 | $1.3M | 15k | 87.15 |
| 2022-09-30 | $408k | 4.8k | 84.19 |
| 2022-06-30 | $1.2M | 12k | 95.12 |
| 2022-03-31 | $459k | 3.9k | 117.36 |
| 2021-12-31 | $421k | 3.4k | 122.24 |
| 2021-09-30 | $363k | 3.4k | 105.40 |
| 2021-06-30 | $383k | 3.6k | 105.02 |
| 2021-03-31 | $360k | 3.8k | 94.61 |
| 2020-12-31 | $323k | 3.7k | 86.69 |