SPDR DJ Wilshire REIT shares owned by Summit Financial
Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in SPDR DJ Wilshire REIT
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Quarterly reported holdings in SPDR DJ Wilshire REIT by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $554k | 5.9k | 94.25 |
| 2023-12-31 | $560k | 5.9k | 95.32 |
| 2023-09-30 | $534k | 6.4k | 82.94 |
| 2023-06-30 | $815k | 9.0k | 90.44 |
| 2023-03-31 | $1.0M | 12k | 88.78 |
| 2022-12-31 | $1.0M | 12k | 87.15 |
| 2022-09-30 | $1.1M | 13k | 84.31 |
| 2022-06-30 | $1.2M | 13k | 95.12 |
| 2022-03-31 | $1.5M | 12k | 117.36 |
| 2021-12-31 | $1.5M | 12k | 122.20 |
| 2021-09-30 | $787k | 7.5k | 105.44 |
| 2021-06-30 | $728k | 6.9k | 104.90 |
| 2021-03-31 | $587k | 6.2k | 94.63 |