Farmers & Merchants Investments Inc’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Farmers & Merchants Investments Inc’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	$39K	Hold	345	–	–	﹤0.01%	489
2026 Q1	$34.8K	Hold	345	–	–	﹤0.01%	487
2025 Q4	$33.9K	Hold	345	–	–	﹤0.01%	477
2025 Q3	$34.6K	Hold	345	–	–	﹤0.01%	484
2025 Q2	$33.3K	Hold	345	–	–	﹤0.01%	478
2025 Q1	$34.2K	Hold	345	–	–	﹤0.01%	471
2024 Q4	$34.1K	Hold	345	–	–	﹤0.01%	486
2024 Q3	$36.8K	Hold	345	–	–	﹤0.01%	479
2024 Q2	$32.1K	Hold	345	–	–	﹤0.01%	483
2024 Q1	$32.5K	Hold	345	–	–	﹤0.01%	459
2023 Q4	$32.9K	Hold	345	–	–	﹤0.01%	435
2023 Q3	$28.6K	Hold	345	–	–	﹤0.01%	450
2023 Q2	$31.2K	Hold	345	–	–	﹤0.01%	452
2023 Q1	$30.6K	Hold	345	–	–	﹤0.01%	457
2022 Q4	$30.1K	Hold	345	–	–	﹤0.01%	466
2022 Q3	$29K	Hold	345	–	–	﹤0.01%	479
2022 Q2	$33K	Hold	345	–	–	﹤0.01%	478
2022 Q1	$40K	Hold	345	–	–	﹤0.01%	455
2021 Q4	$42K	Sell	345 -275	-44%	-$31.7K	﹤0.01%	449
2021 Q3	$65K	Hold	620	–	–	﹤0.01%	378
2021 Q2	$65K	Hold	620	–	–	﹤0.01%	332
2021 Q1	$59K	Hold	620	–	–	﹤0.01%	323
2020 Q4	$54K	Hold	620	–	–	﹤0.01%	327
2020 Q3	$48K	Hold	620	–	–	﹤0.01%	330
2020 Q2	$48K	Hold	620	–	–	﹤0.01%	319
2020 Q1	$45K	Hold	620	–	–	﹤0.01%	302
2019 Q4	$63K	Hold	620	–	–	﹤0.01%	298
2019 Q3	$65K	Hold	620	–	–	﹤0.01%	296
2019 Q2	$61K	Hold	620	–	–	﹤0.01%	306
2019 Q1	$61K	Hold	620	–	–	﹤0.01%	297
2018 Q4	$53K	Hold	620	–	–	﹤0.01%	294
2018 Q3	$58K	Hold	620	–	–	﹤0.01%	307
2018 Q2	$58K	Hold	620	–	–	﹤0.01%	308
2018 Q1	$53K	Hold	620	–	–	﹤0.01%	314
2017 Q4	$58K	Hold	620	–	–	﹤0.01%	312
2017 Q3	$57K	Hold	620	–	–	﹤0.01%	306
2017 Q2	$58K	Hold	620	–	–	﹤0.01%	317
2017 Q1	$57K	Sell	620 -408	-40%	-$38K	0.01%	301
2016 Q4	$96K	Hold	1,028	–	–	0.01%	294
2016 Q3	$100K	Hold	1,028	–	–	0.01%	246
2016 Q2	$102K	Sell	1,028 -138	-12%	-$13.1K	0.01%	232
2016 Q1	$111K	Sell	1,166 -684	-37%	-$60.7K	0.01%	228
2015 Q4	$170K	Hold	1,850	–	–	0.02%	217
2015 Q3	$159K	Sell	1,850 -913	-33%	-$79.5K	0.02%	215
2015 Q2	$233K	Hold	2,763	–	–	0.03%	192
2015 Q1	$261K	Hold	2,763	–	–	0.03%	184
2014 Q4	$251K	Hold	2,763	–	–	0.03%	182
2014 Q3	$220K	Hold	2,763	–	–	0.03%	190
2014 Q2	$229K	Sell	2,763 -225	-8%	-$18.4K	0.03%	191
2014 Q1	$233K	Sell	2,988 -540	-15%	-$40.8K	0.03%	188
2013 Q4	$251K	Sell	3,528 -70	-2%	-$5.15K	0.04%	185
2013 Q3	$262K	Sell	3,598 -435	-11%	-$32.6K	0.04%	182
2013 Q2	$306K	Buy	+4,033	New	+$323K	0.05%	175

Other funds holding RWR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SCA

St. Clair Advisors Mayfield Hts, Ohio $389M AUM 19.46% 1-Year Est. Return

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

Farmers & Merchants Investments Inc's RWR Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 345 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Farmers & Merchants Investments Inc first reported a position in RWR in Q2 2013 and has held it in 53 quarters since. The position peaked at $306K in Q2 2013. 168 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Farmers & Merchants Investments Inc held 345 shares of State Street SPDR Dow Jones REIT ETF worth $39K as of Q2 2026.
Farmers & Merchants Investments Inc left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #489 holding.
Farmers & Merchants Investments Inc first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2013 and has held it in 53 quarters since.
Farmers & Merchants Investments Inc's State Street SPDR Dow Jones REIT ETF position peaked at $306K in Q2 2013.
168 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.