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

Atlas Capital 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 Q1	$43.4K	Hold	430	–	–	0.01%	668
2025 Q4	$42.2K	Buy	+430	New	+$42.8K	﹤0.01%	645
2025 Q2	$41.5K	Hold	430	–	–	0.01%	643
2025 Q1	$42.6K	Hold	430	–	–	0.01%	647
2024 Q4	$42.5K	Hold	430	–	–	0.01%	637
2024 Q3	$45.9K	Hold	430	–	–	0.01%	594
2024 Q2	$40K	Hold	430	–	–	0.01%	615
2024 Q1	$40.5K	Hold	430	–	–	0.01%	599
2023 Q4	$41K	Sell	430 -3	-0.7%	-$258	0.01%	617
2023 Q3	$35.9K	Hold	433	–	–	0.01%	574
2023 Q2	$39.2K	Hold	433	–	–	0.01%	598
2023 Q1	$38.4K	Buy	433 +3	+0.7%	+$274	0.01%	601
2022 Q4	$37.5K	Hold	430	–	–	0.01%	585
2022 Q3	$36.2K	Hold	430	–	–	0.01%	577
2022 Q2	$40.9K	Hold	430	–	–	0.01%	593
2022 Q1	$50.4K	Hold	430	–	–	0.01%	544
2021 Q4	$52.5K	Sell	430 -99	-19%	-$11.4K	0.01%	524
2021 Q3	$55.8K	Buy	+529	New	+$58K	0.01%	506
2018 Q2	–	Sell	-880	Closed	-$75.8K	–	553
2018 Q1	$75.8K	Buy	+880	New	+$76.3K	0.02%	390

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atlas Capital Advisors's RWR Position: Q1 2026 in Review

Atlas Capital Advisors held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q1 2026 at 430 shares worth $43.4K. The position accounts for 0.01% of the portfolio, ranked #668.

Atlas Capital Advisors first reported a position in RWR in Q1 2018 and has held it in 19 quarters since. The position peaked at $75.8K in Q1 2018. 257 funds tracked by Wall St. Rank hold RWR as of Q1 2026.

Atlas Capital Advisors held 430 shares of State Street SPDR Dow Jones REIT ETF worth $43.4K as of Q1 2026.
Atlas Capital Advisors left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q1 2026.
State Street SPDR Dow Jones REIT ETF made up 0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #668 holding.
Atlas Capital Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2018 and has held it in 19 quarters since.
Atlas Capital Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $75.8K in Q1 2018.
257 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.