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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

Tip: Access up to 7 years of quarterly data

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

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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
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