Palisade Asset Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Palisade Asset Management’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 Q4	–	Sell	-241	Closed	-$24.2K	–	574
2025 Q3	$24.2K	Buy	+241	New	+$23.7K	﹤0.01%	324
2024 Q2	–	Sell	-241	Closed	-$22.7K	–	351
2024 Q1	$22.7K	Buy	+241	New	+$22.4K	﹤0.01%	317
2019 Q3	–	Sell	-2,177	Closed	-$215K	–	171
2019 Q2	$215K	Hold	2,177	–	–	0.03%	166
2019 Q1	$215K	Buy	+2,177	New	+$206K	0.03%	170
2018 Q4	–	Sell	-3,077	Closed	-$287K	–	162
2018 Q3	$287K	Hold	3,077	–	–	0.04%	152
2018 Q2	$289K	Hold	3,077	–	–	0.04%	148
2018 Q1	$265K	Hold	3,077	–	–	0.04%	152
2017 Q4	$288K	Buy	+3,077	New	+$288K	0.05%	149

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

MSA

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Palisade Asset Management's RWR Position: Q4 2025 in Review

Palisade Asset Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2025, closing a stake of 241 shares — an estimated $24.2K sold.

Palisade Asset Management first reported a position in RWR in Q4 2017 and held it in 8 quarters. The position peaked at $289K in Q2 2018. 251 funds tracked by Wall St. Rank hold RWR as of Q4 2025.

Palisade Asset Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2025 after selling out during the quarter.
Palisade Asset Management sold 241 State Street SPDR Dow Jones REIT ETF shares in Q4 2025, an estimated $24.2K.
Palisade Asset Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2017 and held it in 8 quarters.
Palisade Asset Management's State Street SPDR Dow Jones REIT ETF position peaked at $289K in Q2 2018.
251 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2025.

Based on Palisade Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.