Jim Simons’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Jim Simons’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
2025 Q2	–	Sell	-6,500	Closed	-$644K	–	3839
2025 Q1	$644K	Buy	6,500 +2,400	+59%	+$240K	﹤0.01%	2634
2024 Q4	$405K	Sell	4,100 -8,800	-68%	-$916K	﹤0.01%	2944
2024 Q3	$1.38M	Buy	+12,900	New	+$1.31M	﹤0.01%	2252
2024 Q2	–	Sell	-6,800	Closed	-$641K	–	3898
2024 Q1	$641K	Buy	+6,800	New	+$632K	﹤0.01%	2764
2023 Q4	–	Sell	-8,200	Closed	-$680K	–	4073
2023 Q3	$680K	Buy	+8,200	New	+$737K	﹤0.01%	2558
2023 Q1	–	Sell	-3,400	Closed	-$296K	–	4327
2022 Q4	$296K	Sell	3,400 -4,100	-55%	-$359K	﹤0.01%	3227
2022 Q3	$632K	Sell	7,500 -13,900	-65%	-$1.36M	﹤0.01%	2781
2022 Q2	$2.04M	Buy	21,400 +12,800	+149%	+$1.35M	﹤0.01%	2182
2022 Q1	$1.01M	Sell	8,600 -4,500	-34%	-$513K	﹤0.01%	2723
2021 Q4	$1.6M	Buy	+13,100	New	+$1.51M	﹤0.01%	2322
2019 Q1	–	Sell	-4,365	Closed	-$375K	–	3659
2018 Q4	$375K	Buy	+4,365	New	+$399K	﹤0.01%	2954
2018 Q2	–	Sell	-5,965	Closed	-$514K	–	3485
2018 Q1	$514K	Buy	5,965 +3,100	+108%	+$269K	﹤0.01%	2906
2017 Q4	$268K	Buy	+2,865	New	+$268K	﹤0.01%	3056

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

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

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return

Jim Simons's RWR Position: Q2 2025 in Review

Jim Simons sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2025, closing a stake of 6,500 shares — an estimated $644K sold.

Jim Simons first reported a position in RWR in Q4 2017 and held it in 13 quarters. The position peaked at $2.04M in Q2 2022. 254 funds tracked by Wall St. Rank hold RWR as of Q2 2025.

Jim Simons reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2025 after selling out during the quarter.
Jim Simons sold 6,500 State Street SPDR Dow Jones REIT ETF shares in Q2 2025, an estimated $644K.
Jim Simons first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2017 and held it in 13 quarters.
Jim Simons's State Street SPDR Dow Jones REIT ETF position peaked at $2.04M in Q2 2022.
254 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2025.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.