SPDR DJ Wilshire REIT shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in SPDR DJ Wilshire REIT
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Quarterly reported holdings in SPDR DJ Wilshire REIT by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $205k | 2.1k | 98.64 |
| 2025-06-30 | $363k | 3.8k | 96.44 |
| 2025-03-31 | $421k | 4.2k | 99.12 |
| 2024-12-31 | $440k | 4.5k | 98.85 |
| 2024-09-30 | $522k | 4.9k | 106.74 |
| 2024-06-30 | $455k | 4.9k | 93.11 |
| 2024-03-31 | $459k | 4.9k | 94.24 |
| 2023-12-31 | $479k | 5.0k | 95.31 |
| 2023-09-30 | $481k | 5.8k | 82.93 |
| 2023-06-30 | $601k | 6.6k | 90.43 |
| 2023-03-31 | $1.9M | 14k | 133.24 |
| 2022-12-31 | $1.4M | 16k | 87.14 |
| 2022-09-30 | $951k | 11k | 84.26 |
| 2022-06-30 | $1.1M | 12k | 95.05 |
| 2022-03-31 | $1.5M | 13k | 117.34 |
| 2021-12-31 | $1.8M | 15k | 122.14 |
| 2021-09-30 | $1.6M | 15k | 105.45 |
| 2021-06-30 | $1.7M | 16k | 104.88 |
| 2021-03-31 | $1.7M | 18k | 94.65 |
| 2020-12-31 | $1.7M | 20k | 86.71 |
| 2020-09-30 | $1.7M | 21k | 78.00 |
| 2020-06-30 | $2.1M | 26k | 78.02 |
| 2020-03-31 | $1.9M | 27k | 72.19 |
| 2019-12-31 | $3.0M | 29k | 102.01 |
| 2019-09-30 | $3.1M | 30k | 104.56 |
| 2019-06-30 | $3.0M | 30k | 98.79 |
| 2019-03-31 | $3.0M | 30k | 98.93 |
| 2018-12-31 | $2.6M | 31k | 86.01 |
| 2018-09-30 | $2.9M | 31k | 93.26 |
| 2018-06-30 | $2.9M | 31k | 93.97 |
| 2018-03-31 | $2.7M | 32k | 86.14 |
| 2017-12-31 | $3.0M | 32k | 93.70 |