SPDR DJ Wilshire REIT shares owned by Forum Financial Management
Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in SPDR DJ Wilshire REIT
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Quarterly reported holdings in SPDR DJ Wilshire REIT by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $404k | 4.0k | 100.29 |
| 2025-06-30 | $389k | 4.0k | 96.44 |
| 2025-03-31 | $400k | 4.0k | 99.12 |
| 2024-12-31 | $399k | 4.0k | 98.86 |
| 2024-09-30 | $430k | 4.0k | 106.73 |
| 2024-06-30 | $382k | 4.1k | 93.10 |
| 2024-03-31 | $564k | 6.0k | 94.25 |
| 2023-12-31 | $570k | 6.0k | 95.32 |
| 2023-09-30 | $624k | 7.5k | 82.94 |
| 2023-06-30 | $681k | 7.5k | 90.44 |
| 2023-03-31 | $668k | 7.5k | 88.78 |
| 2022-12-31 | $656k | 7.5k | 87.15 |
| 2022-09-30 | $634k | 7.5k | 84.25 |
| 2022-06-30 | $728k | 7.7k | 95.05 |
| 2022-03-31 | $905k | 7.7k | 117.23 |
| 2021-12-31 | $946k | 7.7k | 122.16 |
More positions owned by Forum Financial Management
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