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

Beacon Pointe 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	$2.12M	Buy	18,724 +904	+5%	+$99K	0.01%	741
2026 Q1	$1.8M	Buy	17,820 +271	+2%	+$27.9K	0.01%	769
2025 Q4	$1.72M	Buy	+17,549	New	+$1.75M	0.01%	658

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

Beacon Pointe Advisors's RWR Position: Q2 2026 in Review

Beacon Pointe Advisors increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 5.1% in Q2 2026, buying an estimated $99K and bringing the position to 18,724 shares worth $2.12M. The position accounts for 0.01% of the portfolio, ranked #741.

Beacon Pointe Advisors first reported a position in RWR in Q4 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Beacon Pointe Advisors held 18,724 shares of State Street SPDR Dow Jones REIT ETF worth $2.12M as of Q2 2026.
Beacon Pointe Advisors bought 904 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $99K.
State Street SPDR Dow Jones REIT ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #741 holding.
Beacon Pointe Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2025 and has held it in 3 quarters since.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.