CWA Asset Management Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

CWA Asset Management 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	$203K	Buy	+1,799	New	+$197K	0.01%	673
2025 Q2	–	Sell	-2,051	Closed	-$203K	–	673
2025 Q1	$203K	Buy	+2,051	New	+$205K	0.01%	581

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

CWA Asset Management Group's RWR Position: Q2 2026 in Review

CWA Asset Management Group opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2026: 1,799 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #673 among its holdings. This is a return to the name: CWA Asset Management Group previously reported a position in RWR as recently as Q1 2025.

CWA Asset Management Group first reported a position in RWR in Q1 2025 and has held it in 2 quarters since. The position peaked at $203K in Q1 2025. 288 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

CWA Asset Management Group held 1,799 shares of State Street SPDR Dow Jones REIT ETF worth $203K as of Q2 2026.
State Street SPDR Dow Jones REIT ETF was a new CWA Asset Management Group position in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #673 holding.
CWA Asset Management Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2025 and has held it in 2 quarters since.
CWA Asset Management Group's State Street SPDR Dow Jones REIT ETF position peaked at $203K in Q1 2025.
288 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.