Birchbrook
RWR icon

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

Birchbrook’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
Q3 		$3.57K Hold
34
– – ﹤0.01% 240
2026
Q2 		$3.84K Buy
+34
New +$3.72K ﹤0.01% 250

Other funds holding RWR

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $241M AUM 15.61% 1-Year Est. Return
Patton Fund Management
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
St. Clair Advisors
St. Clair Advisors Mayfield Hts, Ohio $402M AUM 15.89% 1-Year Est. Return
DT Investment Partners
DT Investment Partners Chadds Ford, Pennsylvania $1.37B AUM 14.49% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
City Holding Co
City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Birchbrook's RWR Position: Q3 2026 in Review

Birchbrook held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q3 2026 at 34 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Birchbrook first reported a position in RWR in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.84K in Q2 2026. 96 funds tracked by Wall St. Rank hold RWR as of Q3 2026.

  • Birchbrook held 34 shares of State Street SPDR Dow Jones REIT ETF worth $3.57K as of Q3 2026.
  • Birchbrook left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q3 2026.
  • State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Birchbrook's portfolio in Q3 2026, its #240 holding.
  • Birchbrook first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2026 and has held it in 2 quarters since.
  • Birchbrook's State Street SPDR Dow Jones REIT ETF position peaked at $3.84K in Q2 2026.
  • 96 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.