Ancora Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Ancora Advisors’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	$40.4K	Hold	358	–	–	﹤0.01%	1124
2026 Q1	$36.1K	Hold	358	–	–	﹤0.01%	1285
2025 Q4	$35.2K	Hold	358	–	–	﹤0.01%	1278
2025 Q3	$35.9K	Hold	358	–	–	﹤0.01%	1104
2025 Q2	$34.5K	Hold	358	–	–	﹤0.01%	1101
2025 Q1	$35.5K	Hold	358	–	–	﹤0.01%	1082
2024 Q4	$35.4K	Hold	358	–	–	﹤0.01%	1090
2024 Q3	$38.2K	Hold	358	–	–	﹤0.01%	1051
2024 Q2	$33.3K	Hold	358	–	–	﹤0.01%	1053
2024 Q1	$33.7K	Hold	358	–	–	﹤0.01%	1067
2023 Q4	$34.1K	Hold	358	–	–	﹤0.01%	1048
2023 Q3	$29.7K	Hold	358	–	–	﹤0.01%	1057
2023 Q2	$32.4K	Hold	358	–	–	﹤0.01%	1017
2023 Q1	$31.8K	Hold	358	–	–	﹤0.01%	1013
2022 Q4	$31K	Hold	358	–	–	﹤0.01%	1068
2022 Q3	$30K	Hold	358	–	–	﹤0.01%	1228
2022 Q2	$34K	Hold	358	–	–	﹤0.01%	1289
2022 Q1	$42K	Buy	358 +179	+100%	+$20.4K	﹤0.01%	1324
2021 Q4	$22K	Hold	179	–	–	﹤0.01%	1557
2021 Q3	$19K	Buy	+179	New	+$19.6K	﹤0.01%	1496

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ancora Advisors's RWR Position: Q2 2026 in Review

Ancora Advisors held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 358 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Ancora Advisors first reported a position in RWR in Q3 2021 and has held it in 20 quarters since. The position peaked at $42K in Q1 2022. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Ancora Advisors held 358 shares of State Street SPDR Dow Jones REIT ETF worth $40.4K as of Q2 2026.
Ancora Advisors left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1124 holding.
Ancora Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2021 and has held it in 20 quarters since.
Ancora Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $42K in Q1 2022.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.