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Private Advisor Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Private Advisor 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
2023
Q4 		– Sell
-4,000
Closed -$3.32K – 2463
2023
Q3 		$3.32K Buy
+4,000
New +$359K ﹤0.01% 2223

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Private Advisor Group's RWR Position: Q1 2026 in Review

Private Advisor Group increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 1.8% in Q1 2026, buying an estimated $250K and bringing the position to 139,614 shares worth $14.1M. The position accounts for 0.07% of the portfolio, ranked #309.

Private Advisor Group first reported a position in RWR in Q1 2014 and has held it in 49 quarters since. The position peaked at $14.5M in Q4 2021. 257 funds tracked by Wall St. Rank hold RWR as of Q1 2026.

  • Private Advisor Group held 139,614 shares of State Street SPDR Dow Jones REIT ETF worth $14.1M as of Q1 2026.
  • Private Advisor Group bought 2,422 State Street SPDR Dow Jones REIT ETF shares in Q1 2026, an estimated $250K.
  • State Street SPDR Dow Jones REIT ETF made up 0.07% of Private Advisor Group's portfolio in Q1 2026, its #309 holding.
  • Private Advisor Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2014 and has held it in 49 quarters since.
  • Private Advisor Group's State Street SPDR Dow Jones REIT ETF position peaked at $14.5M in Q4 2021.
  • 257 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.