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
Tip: Access up to 7 years of quarterly data
All positions including SPDR DJ Wilshire REIT held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR DJ Wilshire REIT by Forum Financial Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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