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R
Rebalance’s
State Street SPDR Dow Jones REIT ETF
RWR
Stock Holding History
Rebalance’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
$2.39M
Buy
23,656
+144
+0.6%
+$14.8K
0.14%
43
2025
Q4
$2.31M
Buy
23,512
+695
+3%
+$69.2K
0.14%
44
2025
Q3
$2.29M
Buy
22,817
+350
+2%
+$34.4K
0.14%
45
2025
Q2
$2.17M
Sell
22,467
-12,584
-36%
-$1.21M
0.15%
44
2025
Q1
$3.47M
Buy
35,051
+136
+0.4%
+$13.6K
0.26%
30
2024
Q4
$3.45M
Buy
34,915
+329
+1%
+$34.3K
0.26%
30
2024
Q3
$3.69M
Sell
34,586
-426
-1%
-$43.1K
0.27%
30
2024
Q2
$3.26M
Buy
35,012
+144
+0.4%
+$13.1K
0.26%
29
2024
Q1
$3.29M
Sell
34,868
-1,058
-3%
-$98.4K
0.27%
29
2023
Q4
$3.42M
Buy
35,926
+3,205
+10%
+$276K
0.3%
30
2023
Q3
$2.71M
Buy
32,721
+294
+0.9%
+$26.4K
0.26%
30
2023
Q2
$2.93M
Sell
32,427
-9,577
-23%
-$845K
0.28%
30
2023
Q1
$3.73M
Buy
42,004
+228
+0.5%
+$20.8K
0.37%
29
2022
Q4
$3.64M
Buy
+41,776
New
+$3.66M
0.38%
30
Other funds holding RWR
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
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
New York
$121B AUM
33.93%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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