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SPDR DJ Wilshire REIT shares owned by Rebalance

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

Historical chart of Rebalance investment in SPDR DJ Wilshire REIT

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR DJ Wilshire REIT by Rebalance

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 35k 94.25
2023-12-31 $3.4M 36k 95.32
2023-09-30 $2.7M 33k 82.94
2023-06-30 $2.9M 32k 90.44
2023-03-31 $3.7M 42k 88.78
2022-12-31 $3.6M 42k 87.15

More positions owned by Rebalance

Schwab U.s. Broad Market Etf Etf (SCHB)
Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares Tips Bond Etf Etf (TIP)
Ishares Preferred & Income Securities Etf Etf (PFF)
Vanguard Total Bond Market Etf Etf (BND)

View all positions for Rebalance

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