First Heartland Consultants’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

First Heartland Consultants’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
2021 Q4	–	Sell	-8,700	Closed	-$917K	–	413
2021 Q3	$917K	Buy	+8,700	New	+$954K	0.14%	138
2020 Q2	–	Sell	-5,687	Closed	-$411K	–	299
2020 Q1	$411K	Sell	5,687 -30,521	-84%	-$2.89M	0.11%	146
2019 Q4	$3.69M	Sell	36,208 -2,766	-7%	-$286K	0.73%	37
2019 Q3	$4.08M	Buy	38,974 +2,347	+6%	+$239K	0.87%	28
2019 Q2	$3.62M	Buy	36,627 +16,542	+82%	+$1.64M	0.87%	27
2019 Q1	$1.99M	Buy	+20,085	New	+$1.9M	0.56%	45

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Heartland Consultants's RWR Position: Q4 2021 in Review

First Heartland Consultants sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2021, closing a stake of 8,700 shares — an estimated $917K sold.

First Heartland Consultants first reported a position in RWR in Q1 2019 and held it in 6 quarters. The position peaked at $4.08M in Q3 2019. 278 funds tracked by Wall St. Rank hold RWR as of Q4 2021.

First Heartland Consultants reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2021 after selling out during the quarter.
First Heartland Consultants sold 8,700 State Street SPDR Dow Jones REIT ETF shares in Q4 2021, an estimated $917K.
First Heartland Consultants first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2019 and held it in 6 quarters.
First Heartland Consultants's State Street SPDR Dow Jones REIT ETF position peaked at $4.08M in Q3 2019.
278 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2021.

Based on First Heartland Consultants's 13F filing for Q4 2021, filed 11 Feb 2022.