AFC
RWR icon

Ares Financial Consulting’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Ares Financial Consulting’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 		$65.3K Buy
578
+5
+0.9% +$548 0.05% 186
2026
Q1 		$58.2K Buy
573
+3
+0.5% +$309 0.05% 187
2025
Q4 		$55.9K Buy
+570
New +$56.8K 0.05% 152

Other funds holding RWR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SCA
St. Clair Advisors Mayfield Hts, Ohio $389M AUM 19.46% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return
AIP
Alexis Investment Partners Montgomery, Texas $171M AUM 32.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ares Financial Consulting's RWR Position: Q2 2026 in Review

Ares Financial Consulting increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 0.87% in Q2 2026, buying an estimated $548 and bringing the position to 578 shares worth $65.3K. The position accounts for 0.05% of the portfolio, ranked #186.

Ares Financial Consulting first reported a position in RWR in Q4 2025 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • Ares Financial Consulting held 578 shares of State Street SPDR Dow Jones REIT ETF worth $65.3K as of Q2 2026.
  • Ares Financial Consulting bought 5 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $548.
  • State Street SPDR Dow Jones REIT ETF made up 0.05% of Ares Financial Consulting's portfolio in Q2 2026, its #186 holding.
  • Ares Financial Consulting first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2025 and has held it in 3 quarters since.
  • 145 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.