SPDR DJ Wilshire REIT shares owned by LGT Financial Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by LGT Financial Advisors
from 13F filings
Historical chart of LGT Financial Advisors investment in SPDR DJ Wilshire REIT
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Quarterly reported holdings in SPDR DJ Wilshire REIT by LGT Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $41k | 425 | 96.43 |
| 2025-03-31 | $42k | 425 | 99.11 |
| 2024-12-31 | $10k | 101 | 98.80 |
| 2024-09-30 | $11k | 99 | 107.26 |
| 2024-06-30 | $9.2k | 99 | 92.84 |
| 2024-03-31 | $9.2k | 98 | 94.02 |
| 2023-12-31 | $23k | 238 | 95.44 |
| 2023-09-30 | $20k | 235 | 83.01 |
| 2023-06-30 | $21k | 233 | 90.61 |
| 2022-12-31 | $20k | 229 | 87.30 |