SPDR DJ Wilshire REIT shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment Management investment in SPDR DJ Wilshire REIT
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Quarterly reported holdings in SPDR DJ Wilshire REIT by Smallwood Wealth Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $993k | 11k | 94.25 |
| 2023-12-31 | $975k | 10k | 95.32 |
| 2023-09-30 | $845k | 10k | 82.94 |
| 2023-06-30 | $908k | 10k | 90.44 |
| 2023-03-31 | $936k | 11k | 88.78 |
| 2022-12-31 | $943k | 11k | 87.15 |
| 2022-09-30 | $835k | 9.9k | 84.23 |
| 2022-06-30 | $1.0M | 11k | 95.10 |
| 2022-03-31 | $1.3M | 11k | 117.32 |
| 2021-12-31 | $1.4M | 11k | 122.18 |
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