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SPDR DJ Wilshire REIT shares owned by Grand Wealth Management

Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Grand Wealth Management from 13F filings

Historical chart of Grand Wealth 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 Grand Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire REIT by Grand Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $51k 520 98.23

More positions owned by Grand Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr National Mun Etf (MUB)

View all positions for Grand Wealth Management

Top funds holding SPDR DJ Wilshire REIT

Northern Trust
Charles Schwab Investment Management
Jpmorgan Chase & Co
Wells Fargo & Company
LPL Financial
Millennium Management
Mason Street Advisors
Envestnet Asset Management
Branch Banking & Trust Company
Ameriprise Financial
BlackRock
UBS Group
Northwestern Mutual Wealth Management Company
Private Advisor
St. Clair Advisors

View all funds holding SPDR DJ Wilshire REIT