SPDR DJ Wilshire REIT shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis Wealth Advisors investment in SPDR DJ Wilshire REIT
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Quarterly reported holdings in SPDR DJ Wilshire REIT by Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $359k | 3.4k | 106.73 |
| 2024-06-30 | $311k | 3.3k | 93.10 |
| 2024-03-31 | $312k | 3.3k | 94.26 |
| 2023-12-31 | $313k | 3.3k | 95.32 |
| 2023-09-30 | $265k | 3.2k | 82.94 |
| 2023-06-30 | $286k | 3.2k | 90.45 |
| 2023-03-31 | $278k | 3.1k | 88.77 |
| 2022-12-31 | $271k | 3.1k | 87.16 |
| 2022-09-30 | $259k | 3.1k | 84.42 |
| 2022-06-30 | $289k | 3.0k | 95.25 |
| 2022-03-31 | $353k | 3.0k | 117.28 |
| 2021-12-31 | $366k | 3.0k | 122.12 |
| 2021-09-30 | $313k | 3.0k | 105.46 |
| 2021-06-30 | $309k | 2.9k | 104.85 |
| 2021-03-31 | $277k | 2.9k | 94.60 |
| 2020-12-31 | $154k | 1.8k | 86.96 |