KIG
RWR icon

Kessler Investment Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Kessler Investment Group’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
-5,338
Closed -$563K – 186
2021
Q3 		$563K Buy
+5,338
New +$585K 0.4% 41

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kessler Investment Group's RWR Position: Q4 2021 in Review

Kessler Investment Group sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2021, closing a stake of 5,338 shares — an estimated $563K sold.

Kessler Investment Group first reported a position in RWR in Q3 2021 and held it in 1 quarter. The position peaked at $563K in Q3 2021. 278 funds tracked by Wall St. Rank hold RWR as of Q4 2021.

  • Kessler Investment Group reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2021 after selling out during the quarter.
  • Kessler Investment Group sold 5,338 State Street SPDR Dow Jones REIT ETF shares in Q4 2021, an estimated $563K.
  • Kessler Investment Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2021 and held it in 1 quarter.
  • Kessler Investment Group's State Street SPDR Dow Jones REIT ETF position peaked at $563K in Q3 2021.
  • 278 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2021.

Based on Kessler Investment Group's 13F filing for Q4 2021, filed 16 Feb 2022.