SPDR DJ Wilshire REIT shares owned by RTD Financial Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by RTD Financial Advisors
from 13F filings
Historical chart of RTD Financial Advisors investment in SPDR DJ Wilshire REIT
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Quarterly reported holdings in SPDR DJ Wilshire REIT by RTD Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 11k | 106.73 |
| 2024-06-30 | $2.3M | 25k | 93.10 |
| 2024-03-31 | $2.4M | 25k | 94.25 |
| 2023-12-31 | $2.4M | 25k | 95.32 |
| 2023-09-30 | $2.7M | 33k | 82.94 |
| 2023-06-30 | $3.0M | 33k | 90.44 |
| 2023-03-31 | $2.9M | 33k | 88.78 |
| 2022-12-31 | $2.7M | 31k | 87.15 |
| 2022-09-30 | $2.8M | 33k | 84.27 |
| 2022-06-30 | $3.8M | 40k | 95.08 |
| 2022-03-31 | $3.4M | 29k | 117.32 |
| 2021-12-31 | $3.6M | 30k | 122.16 |