Corient Private Wealth
RWR icon

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

Corient Private Wealth’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
Q1 		$498K Sell
4,935
-23,717
-83% -$2.44M ﹤0.01% 2033
2025
Q4 		$1.45M Buy
28,652
+22,343
+354% +$2.23M ﹤0.01% 1691
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

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return