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SPDR DJ Wilshire REIT shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in SPDR DJ Wilshire REIT

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire REIT held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire REIT by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 26k 98.23
2025-09-30 $1.5M 15k 100.29

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View all positions for Mount Yale Investment Advisors

Top funds holding SPDR DJ Wilshire REIT

Northern Trust
Charles Schwab Investment Management
Jpmorgan Chase & Co
Wells Fargo & Company
LPL Financial
Millennium Management
Mason Street Advisors
Envestnet Asset Management
Branch Banking & Trust Company
Ameriprise Financial
BlackRock
UBS Group
Northwestern Mutual Wealth Management Company
Private Advisor
St. Clair Advisors

View all funds holding SPDR DJ Wilshire REIT