HighTower Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

HighTower Advisors’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	$1.28M	Sell	11,332 -7,912	-41%	-$867K	﹤0.01%	2085
2026 Q1	$1.94M	Sell	19,244 -15,051	-44%	-$1.55M	﹤0.01%	1728
2025 Q4	$3.37M	Buy	34,295 +22,902	+201%	+$2.28M	﹤0.01%	1378
2025 Q3	$1.14M	Sell	11,393 -13,455	-54%	-$1.32M	﹤0.01%	2009
2025 Q2	$2.4M	Buy	24,848 +12,153	+96%	+$1.17M	﹤0.01%	1469
2025 Q1	$1.26M	Buy	12,695 +2,327	+22%	+$232K	﹤0.01%	1807
2024 Q4	$1.03M	Buy	10,368 +407	+4%	+$42.4K	﹤0.01%	1945
2024 Q3	$1.06M	Buy	9,961 +201	+2%	+$20.3K	﹤0.01%	1905
2024 Q2	$909K	Sell	9,760 -1,761	-15%	-$160K	﹤0.01%	1906
2024 Q1	$1.08M	Sell	11,521 -1,840	-14%	-$171K	﹤0.01%	1762
2023 Q4	$1.27M	Sell	13,361 -1,010	-7%	-$86.8K	﹤0.01%	1715
2023 Q3	$1.19M	Sell	14,371 -1,116	-7%	-$100K	﹤0.01%	1670
2023 Q2	$1.4M	Sell	15,487 -733	-5%	-$64.7K	﹤0.01%	1559
2023 Q1	$1.44M	Sell	16,220 -1,996	-11%	-$182K	﹤0.01%	1477
2022 Q4	$1.58M	Buy	18,216 +416	+2%	+$36.4K	﹤0.01%	1410
2022 Q3	$1.5M	Sell	17,800 -201	-1%	-$19.6K	﹤0.01%	1401
2022 Q2	$1.71M	Sell	18,001 -313	-2%	-$33.1K	﹤0.01%	1345
2022 Q1	$2.15M	Sell	18,314 -957	-5%	-$109K	﹤0.01%	1331
2021 Q4	$2.35M	Buy	19,271 +710	+4%	+$81.8K	0.01%	1270
2021 Q3	$1.96M	Buy	18,561 +144	+0.8%	+$15.8K	0.01%	1264
2021 Q2	$1.93M	Buy	18,417 +41	+0.2%	+$4.2K	0.01%	1242
2021 Q1	$1.74M	Buy	18,376 +197	+1%	+$17.8K	0.01%	1212
2020 Q4	$1.58M	Sell	18,179 -1,300	-7%	-$109K	0.01%	1009
2020 Q3	$1.52M	Buy	19,479 +1,100	+6%	+$87.5K	0.01%	1006
2020 Q2	$1.43M	Sell	18,379 -4,490	-20%	-$344K	0.01%	946
2020 Q1	$1.65M	Sell	22,869 -2,658	-10%	-$252K	0.01%	812
2019 Q4	$2.61M	Buy	25,527 +660	+3%	+$68.3K	0.02%	770
2019 Q3	$2.6M	Sell	24,867 -431	-2%	-$43.9K	0.01%	802
2019 Q2	$2.5M	Buy	25,298 +721	+3%	+$71.6K	0.01%	818
2019 Q1	$2.43M	Sell	24,577 -2,913	-11%	-$276K	0.02%	774
2018 Q4	$2.37M	Buy	27,490 +2,172	+9%	+$199K	0.02%	701
2018 Q3	$2.36M	Sell	25,318 -283	-1%	-$26.8K	0.02%	778
2018 Q2	$2.4M	Sell	25,601 -1,357	-5%	-$121K	0.02%	777
2018 Q1	$2.32M	Sell	26,958 -507	-2%	-$44K	0.02%	761
2017 Q4	$2.57M	Sell	27,465 -672	-2%	-$62.9K	0.02%	739
2017 Q3	$2.61M	Sell	28,137 -2,446	-8%	-$227K	0.02%	723
2017 Q2	$2.85M	Buy	30,583 +337	+1%	+$31.3K	0.03%	668
2017 Q1	$2.79M	Sell	30,246 -1,084	-3%	-$101K	0.03%	637
2016 Q4	$2.92M	Sell	31,330 -24,264	-44%	-$2.22M	0.03%	569
2016 Q3	$5.41M	Buy	55,594 +1,502	+3%	+$151K	0.06%	335
2016 Q2	$5.39M	Sell	54,092 -2,417	-4%	-$229K	0.07%	304
2016 Q1	$5.38M	Sell	56,509 -2,842	-5%	-$252K	0.02%	366
2015 Q4	$5.44M	Buy	59,351 +2,944	+5%	+$266K	0.06%	317
2015 Q3	$4.85M	Sell	56,407 -16,499	-23%	-$1.44M	0.06%	324
2015 Q2	$6.15M	Buy	72,906 +6,726	+10%	+$604K	0.1%	225
2015 Q1	$6.26M	Buy	66,180 +39,704	+150%	+$3.78M	0.09%	233
2014 Q4	$2.41M	Sell	26,476 -364	-1%	-$31.9K	0.04%	523
2014 Q3	$2.14M	Buy	26,840 +8,279	+45%	+$692K	0.04%	530
2014 Q2	$1.54M	Buy	18,561 +960	+5%	+$78.3K	0.03%	644
2014 Q1	$1.37M	Sell	17,601 -1,978	-10%	-$149K	0.03%	632
2013 Q4	$1.4M	Sell	19,579 -1,336	-6%	-$98.2K	0.03%	597
2013 Q3	$1.52M	Buy	20,915 +771	+4%	+$57.8K	0.04%	491
2013 Q2	$1.53M	Buy	+20,144	New	+$1.61M	0.04%	459

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

HighTower Advisors's RWR Position: Q2 2026 in Review

HighTower Advisors reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 41% in Q2 2026, selling an estimated $867K and leaving 11,332 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2085.

HighTower Advisors first reported a position in RWR in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.26M in Q1 2015. 168 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

HighTower Advisors held 11,332 shares of State Street SPDR Dow Jones REIT ETF worth $1.28M as of Q2 2026.
HighTower Advisors sold 7,912 State Street SPDR Dow Jones REIT ETF shares in Q2 2026, an estimated $867K.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2085 holding.
HighTower Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2013 and has held it in 53 quarters since.
HighTower Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $6.26M in Q1 2015.
168 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.