Ares Financial Consulting
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
Q3 		$61.2K Buy
583
+5
+0.9% +$565 0.04% 201
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

LPL Financial
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Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $241M AUM 15.61% 1-Year Est. Return
Patton Fund Management
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
Affinity Wealth
Affinity Wealth Canton, Ohio $189M AUM 15.27% 1-Year Est. Return
Alexis Investment Partners
Alexis Investment Partners Montgomery, Texas $192M AUM 13.93% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Ares Financial Consulting's RWR Position: Q3 2026 in Review

Ares Financial Consulting increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 0.87% in Q3 2026, buying an estimated $565 and bringing the position to 583 shares worth $61.2K. The position accounts for 0.04% of the portfolio, ranked #201.

Ares Financial Consulting first reported a position in RWR in Q4 2025 and has held it in 4 quarters since. The position peaked at $65.3K in Q2 2026. 175 funds tracked by Wall St. Rank hold RWR as of Q3 2026.

  • Ares Financial Consulting held 583 shares of State Street SPDR Dow Jones REIT ETF worth $61.2K as of Q3 2026.
  • Ares Financial Consulting bought 5 State Street SPDR Dow Jones REIT ETF shares in Q3 2026, an estimated $565.
  • State Street SPDR Dow Jones REIT ETF made up 0.04% of Ares Financial Consulting's portfolio in Q3 2026, its #201 holding.
  • Ares Financial Consulting first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's State Street SPDR Dow Jones REIT ETF position peaked at $65.3K in Q2 2026.
  • 175 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.