Bessemer Group
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Bessemer Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Bessemer Group’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 		$222K Hold
1,962
– – ﹤0.01% 1370
2026
Q1 		$198K Sell
1,962
-338
-15% -$34.8K ﹤0.01% 1395
2025
Q4 		$226K Hold
2,300
– – ﹤0.01% 1337
2025
Q3 		$231K Buy
2,300
+615
+36% +$60.4K ﹤0.01% 1087
2025
Q2 		$162K Hold
1,685
– – ﹤0.01% 1130
2025
Q1 		$167K Buy
1,685
+755
+81% +$75.4K ﹤0.01% 1111
2024
Q4 		$92K Hold
930
– – ﹤0.01% 1209
2024
Q3 		$99K Sell
930
-24
-3% -$2.43K ﹤0.01% 1285
2024
Q2 		$89K Buy
+954
New +$86.5K ﹤0.01% 1194
2023
Q2 		– Sell
-100
Closed -$9K – 2333
2023
Q1 		$9K Buy
+100
New +$9.13K ﹤0.01% 1499
2019
Q1 		– Sell
-334
Closed -$29K – 1935
2018
Q4 		$29K Buy
+334
New +$30.5K ﹤0.01% 1434
2018
Q3 		– Sell
-50
Closed -$5K – 1878
2018
Q2 		$5K Sell
50
-1,150
-96% -$102K ﹤0.01% 1571
2018
Q1 		$103K Buy
1,200
+960
+400% +$83.3K ﹤0.01% 1121
2017
Q4 		$22K Sell
240
-30
-11% -$2.81K ﹤0.01% 1410
2017
Q3 		$25K Sell
270
-198
-42% -$18.4K ﹤0.01% 1436
2017
Q2 		$44K Hold
468
– – ﹤0.01% 1323
2017
Q1 		$43K Sell
468
-499
-52% -$46.4K ﹤0.01% 1330
2016
Q4 		$91K Buy
967
+29
+3% +$2.66K ﹤0.01% 1238
2016
Q3 		$91K Sell
938
-1,012
-52% -$101K ﹤0.01% 1124
2016
Q2 		$194K Buy
1,950
+1,707
+702% +$162K ﹤0.01% 670
2016
Q1 		$23K Sell
243
-785
-76% -$69.7K ﹤0.01% 1039
2015
Q4 		$94K Buy
+1,028
New +$93K ﹤0.01% 854
2015
Q2 		– Sell
-500
Closed -$47K – 1576
2015
Q1 		$47K Hold
500
– – ﹤0.01% 978
2014
Q4 		$45K Hold
500
– – ﹤0.01% 956
2014
Q3 		$40K Hold
500
– – ﹤0.01% 918
2014
Q2 		$42K Hold
500
– – ﹤0.01% 906
2014
Q1 		$39K Hold
500
– – ﹤0.01% 896
2013
Q4 		$36K Hold
500
– – ﹤0.01% 908
2013
Q3 		$36K Buy
+500
New +$37.5K ﹤0.01% 876

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group's RWR Position: Q2 2026 in Review

Bessemer Group held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 1,962 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Bessemer Group first reported a position in RWR in Q3 2013 and has held it in 29 quarters since. The position peaked at $231K in Q3 2025. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • Bessemer Group held 1,962 shares of State Street SPDR Dow Jones REIT ETF worth $222K as of Q2 2026.
  • Bessemer Group left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q2 2026.
  • State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1370 holding.
  • Bessemer Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2013 and has held it in 29 quarters since.
  • Bessemer Group's State Street SPDR Dow Jones REIT ETF position peaked at $231K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.