Marshall Wace’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Marshall Wace’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 Q1	–	Sell	-2,941	Closed	-$289K	–	3623
2025 Q4	$289K	Buy	+2,941	New	+$293K	﹤0.01%	2458
2022 Q4	–	Sell	-6,891	Closed	-$581K	–	3354
2022 Q3	$581K	Sell	6,891 -26,800	-80%	-$2.61M	﹤0.01%	2658
2022 Q2	$3.2M	Buy	+33,691	New	+$3.56M	0.01%	1678
2021 Q3	–	Sell	-3,825	Closed	-$401K	–	3371
2021 Q2	$401K	Buy	+3,825	New	+$392K	﹤0.01%	2231

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Marshall Wace's RWR Position: Q1 2026 in Review

Marshall Wace sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2026, closing a stake of 2,941 shares — an estimated $289K sold.

Marshall Wace first reported a position in RWR in Q2 2021 and held it in 4 quarters. The position peaked at $3.2M in Q2 2022. 258 funds tracked by Wall St. Rank hold RWR as of Q1 2026.

Marshall Wace reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 2,941 State Street SPDR Dow Jones REIT ETF shares in Q1 2026, an estimated $289K.
Marshall Wace first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2021 and held it in 4 quarters.
Marshall Wace's State Street SPDR Dow Jones REIT ETF position peaked at $3.2M in Q2 2022.
258 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.