Corient Private Wealth’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$750K Buy
6,638
+1,703
+35% +$187K ﹤0.01% 1965
2026
Q1
$498K Sell
4,935
-2,439
-33% -$251K ﹤0.01% 2033
2025
Q4
$726K Buy
7,374
+1,065
+17% +$106K ﹤0.01% 1667
2025
Q3
$633K Sell
6,309
-2,332
-27% -$229K ﹤0.01% 1667
2025
Q2
$833K Sell
8,641
-49
-0.6% -$4.7K ﹤0.01% 1450
2025
Q1
$861K Buy
8,690
+8
+0.1% +$799 ﹤0.01% 1339
2024
Q4
$858K Buy
8,682
+193
+2% +$20.1K ﹤0.01% 1371
2024
Q3
$906K Buy
8,489
+276
+3% +$27.9K ﹤0.01% 1445
2024
Q2
$765K Sell
8,213
-365
-4% -$33.1K ﹤0.01% 1439
2024
Q1
$808K Sell
8,578
-1,245
-13% -$116K ﹤0.01% 1389
2023
Q4
$936K Buy
9,823
+1,680
+21% +$144K ﹤0.01% 1313
2023
Q3
$675K Sell
8,143
-438
-5% -$39.4K ﹤0.01% 1338
2023
Q2
$776K Buy
8,581
+361
+4% +$31.9K ﹤0.01% 1247
2023
Q1
$730K Buy
8,220
+5,811
+241% +$531K ﹤0.01% 1215
2022
Q4
$210K Buy
+2,409
New +$211K ﹤0.01% 1474

Other funds holding RWR

Corient Private Wealth's RWR Position: Q2 2026 in Review

Corient Private Wealth increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 35% in Q2 2026, buying an estimated $187K and bringing the position to 6,638 shares worth $750K. The position accounts for ﹤0.01% of the portfolio, ranked #1965.

Corient Private Wealth first reported a position in RWR in Q4 2022 and has held it in 15 quarters since. The position peaked at $936K in Q4 2023. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

  • Corient Private Wealth held 6,638 shares of State Street SPDR Dow Jones REIT ETF worth $750K as of Q2 2026.
  • Corient Private Wealth bought 1,703 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $187K.
  • State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1965 holding.
  • Corient Private Wealth first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's State Street SPDR Dow Jones REIT ETF position peaked at $936K in Q4 2023.
  • 287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.