Cerity Partners
RWR icon

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

Cerity Partners’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 		$2.96M Buy
26,242
+4,230
+19% +$463K ﹤0.01% 1361
2026
Q1 		$2.22M Buy
22,012
+5,184
+31% +$534K ﹤0.01% 1435
2025
Q4 		$1.65M Sell
16,828
-1,234
-7% -$123K ﹤0.01% 1452
2025
Q3 		$1.81M Sell
18,062
-97
-0.5% -$9.52K ﹤0.01% 1341
2025
Q2 		$1.75M Sell
18,159
-52
-0.3% -$4.99K ﹤0.01% 1279
2025
Q1 		$1.81M Buy
18,211
+839
+5% +$83.8K ﹤0.01% 1172
2024
Q4 		$1.72M Buy
17,372
+686
+4% +$71.4K ﹤0.01% 1172
2024
Q3 		$1.78M Buy
16,686
+5,133
+44% +$520K ﹤0.01% 1143
2024
Q2 		$1.08M Buy
11,553
+9,146
+380% +$830K ﹤0.01% 1195
2024
Q1 		$227K Sell
2,407
-12,534
-84% -$1.17M ﹤0.01% 2040
2023
Q4 		$1.42M Buy
14,941
+576
+4% +$49.5K ﹤0.01% 874
2023
Q3 		$1.19M Sell
14,365
-3,789
-21% -$341K 0.01% 706
2023
Q2 		$1.64M Buy
18,154
+275
+2% +$24.3K 0.01% 772
2023
Q1 		$1.59M Sell
17,879
-350
-2% -$32K ﹤0.01% 797
2022
Q4 		$1.59M Buy
+18,229
New +$1.6M 0.01% 574

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

Cerity Partners's RWR Position: Q2 2026 in Review

Cerity Partners increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 19% in Q2 2026, buying an estimated $463K and bringing the position to 26,242 shares worth $2.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Cerity Partners first reported a position in RWR in Q4 2022 and has held it in 15 quarters since. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • Cerity Partners held 26,242 shares of State Street SPDR Dow Jones REIT ETF worth $2.96M as of Q2 2026.
  • Cerity Partners bought 4,230 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $463K.
  • State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1361 holding.
  • Cerity Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • 287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.