SPDR DJ Wilshire REIT shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in SPDR DJ Wilshire REIT
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All positions including SPDR DJ Wilshire REIT held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR DJ Wilshire REIT by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $205k | 2.0k | 100.30 |
| 2025-06-30 | $238k | 2.5k | 96.42 |
| 2025-03-31 | $204k | 2.1k | 99.12 |
| 2024-12-31 | $212k | 2.1k | 98.85 |
| 2024-09-30 | $387k | 3.6k | 106.74 |
| 2024-06-30 | $339k | 3.6k | 93.10 |
| 2024-03-31 | $510k | 5.4k | 94.26 |
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