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SPDR DJ Wilshire REIT shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in SPDR DJ Wilshire REIT

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR DJ Wilshire REIT by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $1.0k 6 166.67
2022-03-31 $1.0k 6 166.67
2021-12-31 $1.0k 6 166.67
2021-09-30 $1.0k 6 166.67
2021-06-30 $1.0k 6 166.67
2020-03-31 $0 6 0.00
2019-12-31 $1.0k 6 166.67
2019-06-30 $50k 505 99.01
2019-03-31 $50k 505 99.01
2018-12-31 $670k 7.8k 86.00