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 Q3	$466K	Sell	10,043 -17	-0.2%	-$848	0.01%	766
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 $3.44T AUM 36.12% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Quent Capital New York $1.68B AUM 19.73% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Belpointe Asset Management's RWO Position: Q3 2026 in Review

Belpointe Asset Management reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 0.17% in Q3 2026, selling an estimated $848 and leaving 10,043 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #766.

Belpointe Asset Management first reported a position in RWO in Q4 2022 and has held it in 6 quarters since. The position peaked at $500K in Q2 2026. 182 funds tracked by Wall St. Rank hold RWO as of Q3 2026.

Belpointe Asset Management held 10,043 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $466K as of Q3 2026.
Belpointe Asset Management sold 17 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2026, an estimated $848.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #766 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 6 quarters since.
Belpointe Asset Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $500K in Q2 2026.
182 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.