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SPDR DJ Wilshire REIT shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory investment in SPDR DJ Wilshire REIT

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR DJ Wilshire REIT by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $299k 3.0k 100.27
2025-06-30 $288k 3.0k 96.44
2025-03-31 $296k 3.0k 99.11
2024-12-31 $295k 3.0k 98.84
2024-09-30 $313k 2.9k 106.72

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Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding SPDR DJ Wilshire REIT

Northern Trust
Charles Schwab Investment Management
Jpmorgan Chase & Co
Wells Fargo & Company
Millennium Management
Mason Street Advisors
Morgan Stanley
LPL Financial
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Branch Banking & Trust Company
UBS Group
BlackRock
Private Advisor
Patton Fund Management

View all funds holding SPDR DJ Wilshire REIT