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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

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire REIT held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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