SPDR DJ Wilshire REIT shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in SPDR DJ Wilshire REIT
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Quarterly reported holdings in SPDR DJ Wilshire REIT by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $255k | 2.5k | 100.29 |
| 2025-06-30 | $246k | 2.5k | 96.44 |
| 2025-03-31 | $259k | 2.6k | 99.12 |
| 2024-12-31 | $259k | 2.6k | 98.86 |
| 2024-09-30 | $280k | 2.6k | 106.73 |
| 2024-06-30 | $250k | 2.7k | 93.10 |
| 2024-03-31 | $254k | 2.7k | 94.25 |
| 2023-12-31 | $205k | 2.2k | 95.32 |
| 2020-12-31 | $5.0M | 58k | 86.70 |
| 2020-09-30 | $4.4M | 56k | 77.97 |
| 2020-06-30 | $4.4M | 82k | 53.62 |
| 2020-03-31 | $3.9M | 54k | 72.21 |
| 2019-12-31 | $5.3M | 52k | 102.02 |