Belpointe Asset Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Belpointe Asset Management’s Portfolio RWO Stock Details RWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$500K	Sell	10,060 -727	-7%	-$35.6K	0.02%	723
2026 Q1	$494K	Buy	10,787 +609	+6%	+$28.8K	0.02%	688
2025 Q4	$458K	Buy	+10,178	New	+$463K	0.02%	681
2023 Q2	–	Sell	-43	Closed	-$1.78K	–	2809
2023 Q1	$1.78K	Buy	43 +1	+2%	+$42	﹤0.01%	3331
2022 Q4	$1.76K	Buy	+42	New	+$1.7K	﹤0.01%	3302

Other funds holding RWO

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Belpointe Asset Management's RWO Position: Q2 2026 in Review

Belpointe Asset Management reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 6.7% in Q2 2026, selling an estimated $35.6K and leaving 10,060 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #723.

Belpointe Asset Management first reported a position in RWO in Q4 2022 and has held it in 5 quarters since. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Belpointe Asset Management held 10,060 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $500K as of Q2 2026.
Belpointe Asset Management sold 727 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $35.6K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #723 holding.
Belpointe Asset Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2022 and has held it in 5 quarters since.
209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.