SPDR DJ Wilshire REIT shares owned by Lee Financial
Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in SPDR DJ Wilshire REIT
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Quarterly reported holdings in SPDR DJ Wilshire REIT by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $517k | 5.4k | 95.32 |
| 2023-09-30 | $457k | 5.5k | 82.94 |
| 2023-06-30 | $467k | 5.2k | 90.44 |
| 2023-03-31 | $461k | 5.2k | 88.78 |
| 2022-12-31 | $480k | 5.5k | 87.15 |
| 2022-09-30 | $479k | 5.7k | 84.29 |
| 2022-06-30 | $540k | 5.7k | 95.02 |
| 2022-03-31 | $697k | 5.9k | 117.38 |
| 2021-12-31 | $715k | 5.9k | 122.16 |
| 2021-09-30 | $614k | 5.8k | 105.35 |
| 2021-06-30 | $610k | 5.8k | 104.83 |
| 2021-03-31 | $551k | 5.8k | 94.69 |
| 2020-12-31 | $513k | 5.9k | 86.67 |
| 2020-09-30 | $462k | 5.9k | 78.05 |
| 2020-06-30 | $653k | 8.4k | 78.03 |
| 2020-03-31 | $640k | 8.9k | 72.15 |
| 2019-12-31 | $975k | 9.6k | 102.05 |
| 2019-09-30 | $1.3M | 12k | 104.61 |
| 2019-06-30 | $1.3M | 14k | 98.78 |
| 2019-03-31 | $1.3M | 14k | 98.94 |
| 2018-12-31 | $1.3M | 15k | 86.00 |
| 2018-09-30 | $1.8M | 19k | 93.27 |
| 2018-06-30 | $2.1M | 23k | 93.95 |
| 2018-03-31 | $2.5M | 29k | 86.15 |
| 2017-12-31 | $4.1M | 44k | 93.69 |
| 2017-09-30 | $3.9M | 42k | 92.51 |
| 2017-06-30 | $4.3M | 46k | 92.99 |
| 2017-03-31 | $4.3M | 47k | 92.28 |
| 2016-12-31 | $2.3M | 25k | 93.35 |