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SPDR DJ Wilshire REIT shares owned by Pathstone Holdings

Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in SPDR DJ Wilshire REIT

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire REIT held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire REIT by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 24k 95.32

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Crowdstrike Hldgs Cl A (CRWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Amazon (AMZN)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

Top funds holding SPDR DJ Wilshire REIT

Charles Schwab Investment Management
Wells Fargo & Company
Bank of America Corporation
Branch Banking & Trust Company
Goldman Sachs Group
Patton Fund Management
Creative Planning
Royal Bank of Canada
Private Advisor
UBS Group
Capital Advisors
Stratos Wealth Partners
Citizens Financial Group
Cullen Frost Bankers
Bank of New York Mellon

View all funds holding SPDR DJ Wilshire REIT