Jim Simons’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Jim Simons’s Portfolio RWO Stock Details RWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-11,300	Closed	-$437K	–	4359
2022 Q3	$437K	Hold	11,300	–	–	﹤0.01%	3005
2022 Q2	$499K	Sell	11,300 -500	-4%	-$24.5K	﹤0.01%	3167
2022 Q1	$637K	Sell	11,800 -7,201	-38%	-$381K	﹤0.01%	3026
2021 Q4	$1.07M	Buy	19,001 +10,501	+124%	+$571K	﹤0.01%	2590
2021 Q3	$434K	Buy	+8,500	New	+$453K	﹤0.01%	2942
2020 Q2	–	Sell	-36,500	Closed	-$1.31M	–	3715
2020 Q1	$1.31M	Buy	36,500 +25,800	+241%	+$1.23M	﹤0.01%	2282
2019 Q4	$551K	Buy	10,700 +700	+7%	+$36.4K	﹤0.01%	2868
2019 Q3	$519K	Buy	+10,000	New	+$508K	﹤0.01%	2860
2018 Q3	–	Sell	-15,000	Closed	-$722K	–	3531
2018 Q2	$722K	Buy	15,000 +7,100	+90%	+$335K	﹤0.01%	2718
2018 Q1	$366K	Buy	+7,900	New	+$368K	﹤0.01%	3001

Other funds holding RWO

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Jim Simons's RWO Position: Q4 2022 in Review

Jim Simons sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2022, closing a stake of 11,300 shares — an estimated $437K sold.

Jim Simons first reported a position in RWO in Q1 2018 and held it in 10 quarters. The position peaked at $1.31M in Q1 2020. 218 funds tracked by Wall St. Rank hold RWO as of Q4 2022.

Jim Simons reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Jim Simons sold 11,300 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2022, an estimated $437K.
Jim Simons first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2018 and held it in 10 quarters.
Jim Simons's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.31M in Q1 2020.
218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2022.

Based on Renaissance Technologies's 13F filing for Q4 2022, filed 13 Feb 2023.