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Osborne Partners Capital Management’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Osborne Partners Capital Management’s Portfolio RWX Stock Details RWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30.7M Buy
1,153,817
+5,762
+0.5% +$165K 1.62% 15
2025
Q4 		$32.1M Sell
1,148,055
-18,912
-2% -$526K 1.66% 12
2025
Q3 		$32.5M Sell
1,166,967
-4,729
-0.4% -$130K 1.65% 11
2025
Q2 		$32.1M Sell
1,171,696
-148,113
-11% -$3.87M 1.71% 10
2025
Q1 		$32.3M Buy
1,319,809
+89,119
+7% +$2.13M 1.86% 9
2024
Q4 		$28.4M Buy
1,230,690
+5,181
+0.4% +$129K 1.64% 13
2024
Q3 		$33.8M Buy
1,225,509
+27,268
+2% +$715K 1.92% 8
2024
Q2 		$28.8M Buy
1,198,241
+52,705
+5% +$1.32M 1.72% 9
2024
Q1 		$29.9M Buy
1,145,536
+76,633
+7% +$1.97M 1.84% 9
2023
Q4 		$29.2M Buy
1,068,903
+64,226
+6% +$1.58M 1.91% 9
2023
Q3 		$23.9M Buy
1,004,677
+14,519
+1% +$366K 1.77% 10
2023
Q2 		$24.5M Buy
990,158
+44,347
+5% +$1.16M 1.77% 8
2023
Q1 		$24.9M Buy
945,811
+43,634
+5% +$1.19M 1.82% 8
2022
Q4 		$24.2M Buy
902,177
+23,230
+3% +$595K 1.9% 8
2022
Q3 		$21.2M Buy
+878,947
New +$24.6M 1.77% 11

Other funds holding RWX

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
ITB
Idaho Trust Bank Boise, Idaho $308M AUM 14.24% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

Osborne Partners Capital Management's RWX Position: Q1 2026 in Review

Osborne Partners Capital Management increased its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 0.5% in Q1 2026, buying an estimated $165K and bringing the position to 1,153,817 shares worth $30.7M. The position accounts for 1.62% of the portfolio, ranked #15.

Osborne Partners Capital Management first reported a position in RWX in Q3 2022 and has held it in 15 quarters since. The position peaked at $33.8M in Q3 2024. 116 funds tracked by Wall St. Rank hold RWX as of Q1 2026.

  • Osborne Partners Capital Management held 1,153,817 shares of State Street SPDR Dow Jones International Real Estate ETF worth $30.7M as of Q1 2026.
  • Osborne Partners Capital Management bought 5,762 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2026, an estimated $165K.
  • State Street SPDR Dow Jones International Real Estate ETF made up 1.62% of Osborne Partners Capital Management's portfolio in Q1 2026, its #15 holding.
  • Osborne Partners Capital Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2022 and has held it in 15 quarters since.
  • Osborne Partners Capital Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $33.8M in Q3 2024.
  • 116 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.