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RG
Retirement Group’s
State Street SPDR Dow Jones REIT ETF
RWR
Stock Holding History
Retirement Group’s Portfolio
RWR Stock Details
RWR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
$1.32K
Hold
14
–
–
﹤0.01%
695
2023
Q4
$1.33K
Hold
14
–
–
﹤0.01%
677
2023
Q3
$1.16K
Hold
14
–
–
﹤0.01%
629
2023
Q2
$1.27K
Hold
14
–
–
﹤0.01%
656
2023
Q1
$1K
Hold
14
–
–
﹤0.01%
656
2022
Q4
$1K
Hold
14
–
–
﹤0.01%
594
2022
Q3
$1K
Hold
14
–
–
﹤0.01%
449
2022
Q2
$1K
Hold
14
–
–
﹤0.01%
701
2022
Q1
$2K
Hold
14
–
–
﹤0.01%
638
2021
Q4
$2K
Hold
14
–
–
﹤0.01%
617
2021
Q3
$1K
Hold
14
–
–
﹤0.01%
594
2021
Q2
$1K
Hold
14
–
–
﹤0.01%
633
2021
Q1
$1K
Hold
14
–
–
﹤0.01%
701
2020
Q4
$1K
Hold
14
–
–
﹤0.01%
626
2020
Q3
$1K
Hold
14
–
–
﹤0.01%
629
2020
Q2
$1K
Buy
+14
New
+$1.07K
﹤0.01%
614
2019
Q4
$1K
Buy
+14
New
+$1.45K
﹤0.01%
617
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
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Millennium Management
New York
$240B AUM
35.51%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
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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