SPDR DJ Wilshire REIT shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in SPDR DJ Wilshire REIT
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Quarterly reported holdings in SPDR DJ Wilshire REIT by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $327k | 3.3k | 100.28 |
| 2025-06-30 | $325k | 3.4k | 96.45 |
| 2025-03-31 | $333k | 3.4k | 99.12 |
| 2024-12-31 | $332k | 3.4k | 98.87 |
| 2024-09-30 | $356k | 3.3k | 106.74 |
| 2024-06-30 | $262k | 2.8k | 93.09 |
| 2024-03-31 | $264k | 2.8k | 94.26 |
| 2023-12-31 | $311k | 3.3k | 95.32 |
| 2023-09-30 | $270k | 3.3k | 82.94 |
| 2023-06-30 | $293k | 3.2k | 90.44 |
| 2023-03-31 | $287k | 3.2k | 88.78 |
| 2022-12-31 | $281k | 3.2k | 87.16 |
| 2022-09-30 | $299k | 3.6k | 84.18 |
| 2022-06-30 | $337k | 3.5k | 95.20 |
| 2022-03-31 | $425k | 3.6k | 117.24 |
| 2021-12-31 | $457k | 3.7k | 122.26 |
| 2021-09-30 | $434k | 4.1k | 105.52 |
| 2021-06-30 | $430k | 4.1k | 104.83 |
| 2021-03-31 | $362k | 3.8k | 94.67 |
| 2020-12-31 | $330k | 3.8k | 86.59 |
| 2020-09-30 | $295k | 3.8k | 77.86 |
| 2020-06-30 | $306k | 3.9k | 77.92 |
| 2020-03-31 | $254k | 3.5k | 72.22 |
| 2019-12-31 | $376k | 3.7k | 101.98 |
| 2019-09-30 | $391k | 3.7k | 104.63 |
| 2019-06-30 | $405k | 4.1k | 98.90 |
| 2019-03-31 | $417k | 4.2k | 98.93 |
| 2018-12-31 | $359k | 4.2k | 86.05 |
| 2018-09-30 | $436k | 4.7k | 93.28 |
| 2018-06-30 | $442k | 4.7k | 93.90 |
| 2018-03-31 | $404k | 4.7k | 86.10 |
| 2017-12-31 | $439k | 4.7k | 93.76 |
| 2017-09-30 | $458k | 4.9k | 92.60 |
| 2017-06-30 | $459k | 4.9k | 93.08 |
| 2017-03-31 | $458k | 4.9k | 93.37 |
| 2016-12-31 | $458k | 4.9k | 93.37 |
| 2016-09-30 | $431k | 4.4k | 97.36 |
| 2016-06-30 | $439k | 4.4k | 99.46 |
| 2016-03-31 | $419k | 4.4k | 95.23 |
| 2015-12-31 | $401k | 4.4k | 91.51 |