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Concurrent Investment Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Concurrent Investment Advisors’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
Q2 		$966K Buy
19,425
+961
+5% +$47.1K 0.01% 1024
2026
Q1 		$845K Buy
18,464
+1,003
+6% +$47.4K 0.01% 947
2025
Q4 		$786K Buy
+17,461
New +$794K 0.01% 939

Other funds holding RWO

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Concurrent Investment Advisors's RWO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 5.2% in Q2 2026, buying an estimated $47.1K and bringing the position to 19,425 shares worth $966K. The position accounts for 0.01% of the portfolio, ranked #1024.

Concurrent Investment Advisors first reported a position in RWO in Q4 2025 and has held it in 3 quarters since. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

  • Concurrent Investment Advisors held 19,425 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $966K as of Q2 2026.
  • Concurrent Investment Advisors bought 961 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $47.1K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1024 holding.
  • Concurrent Investment Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.