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SPDR DJ Wilshire REIT shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in SPDR DJ Wilshire REIT

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire REIT held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire REIT by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-09-30 $212k 2.1k 99.55
2025-06-30 $106k 1.1k 95.89
2025-03-31 $72k 729 98.29
2024-12-31 $51k 518 98.93
2024-09-30 $18k 171 105.85

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr ETFs (VUG)
Ishares Core Us Aggregate Bond ETFs (AGG)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard Index Tr ETFs (VTV)
Vanguard S&p 500 Etf ETFs (VOO)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Russell Midcap ETFs (IWR)
Vanguard Mid Cap Etf ETFs (VO)
Vanguard Index Trust ETFs (VV)
Ishares Russell 1000 ETFs (IWB)
Spdr Portfolio Large Cap Etf ETFs (SPLG)
Ishares Core Total Usd Bond ETFs (IUSB)
Vanguard Ftse Developed ETFs (VEA)
Ishares Broad Usd High Yield ETFs (USHY)
Ishares Core S&p Small Cap Etf ETFs (IJR)

View all positions for Jones Financial Companies, L.L

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