SPDR DJ Wilshire REIT shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in SPDR DJ Wilshire REIT
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Quarterly reported holdings in SPDR DJ Wilshire REIT by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $179k | 1.9k | 94.25 |
| 2023-12-31 | $181k | 1.9k | 95.32 |
| 2023-09-30 | $158k | 1.9k | 82.94 |
| 2023-03-31 | $169k | 1.9k | 88.78 |
| 2022-09-30 | $362k | 4.3k | 84.17 |
| 2022-06-30 | $323k | 3.4k | 95.00 |
| 2022-03-31 | $623k | 5.3k | 117.37 |
| 2021-12-31 | $3.8M | 31k | 122.17 |
| 2021-09-30 | $4.0M | 38k | 105.44 |
| 2021-06-30 | $4.3M | 41k | 104.90 |
| 2021-03-31 | $4.4M | 47k | 94.66 |
| 2020-12-31 | $3.7M | 43k | 86.71 |
| 2020-09-30 | $470k | 6.0k | 78.05 |
| 2020-06-30 | $405k | 5.2k | 78.08 |
| 2020-03-31 | $314k | 4.3k | 72.25 |
| 2019-12-31 | $381k | 3.7k | 102.06 |
| 2019-09-30 | $342k | 3.3k | 104.65 |
| 2019-06-30 | $226k | 2.3k | 98.65 |
| 2018-12-31 | $432k | 5.1k | 84.24 |