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

Bleakley Financial 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	$2M	Buy	+17,714	New	+$1.94M	0.03%	470

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

Bleakley Financial Group's RWR Position: Q2 2026 in Review

Bleakley Financial Group opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2026: 17,714 shares worth $2M. The stake represents 0.03% of the portfolio and ranks #470 among its holdings.

287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Bleakley Financial Group held 17,714 shares of State Street SPDR Dow Jones REIT ETF worth $2M as of Q2 2026.
State Street SPDR Dow Jones REIT ETF was a new Bleakley Financial Group position in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up 0.03% of Bleakley Financial Group's portfolio in Q2 2026, its #470 holding.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.