RLIM
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Red Lighthouse Investment Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Red Lighthouse Investment 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
Q2 		– Sell
-41
Closed -$3.86K – 117
2025
Q1 		$3.86K Buy
+41
New +$4.09K ﹤0.01% 105
2024
Q2 		– Sell
-41
Closed -$3.86K – 106
2024
Q1 		$3.86K Hold
41
– – ﹤0.01% 102
2023
Q4 		$3.91K Hold
41
– – ﹤0.01% 98
2023
Q3 		$3.4K Hold
41
– – ﹤0.01% 94
2023
Q2 		$3.71K Hold
41
– – ﹤0.01% 95
2023
Q1 		$3.64K Hold
41
– – ﹤0.01% 95
2022
Q4 		$3.57K Buy
+41
New +$3.59K ﹤0.01% 96

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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