Alexis Investment Partners’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Alexis Investment Partners’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.27M	Buy	+63,340	New	+$6.94M	4.25%	13

Other funds holding RWR

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

St. Clair Advisors Mayfield Hts, Ohio $389M AUM 19.46% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Smallwood Wealth Investment Management Red Bank, New Jersey $229M AUM 23.56% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Alexis Investment Partners's RWR Position: Q2 2026 in Review

Alexis Investment Partners opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2026: 63,340 shares worth $7.27M. The stake represents 4.25% of the portfolio and ranks #13 among its holdings.

71 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Alexis Investment Partners held 63,340 shares of State Street SPDR Dow Jones REIT ETF worth $7.27M as of Q2 2026.
State Street SPDR Dow Jones REIT ETF was a new Alexis Investment Partners position in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up 4.25% of Alexis Investment Partners's portfolio in Q2 2026, its #13 holding.
71 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Alexis Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.