TIAA Trust, National Association
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TIAA Trust, National Association’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

TIAA Trust, National Association’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
-2,023
Closed -$203K – 707
2025
Q3 		$203K Buy
+2,023
New +$199K ﹤0.01% 665
2025
Q2 		– Sell
-2,043
Closed -$202K – 663
2025
Q1 		$202K Sell
2,043
-84
-4% -$8.39K ﹤0.01% 617
2024
Q4 		$210K Sell
2,127
-87
-4% -$9.06K ﹤0.01% 620
2024
Q3 		$236K Sell
2,214
-51
-2% -$5.16K ﹤0.01% 594
2024
Q2 		$210K Hold
2,265
– – ﹤0.01% 601
2024
Q1 		$213K Buy
2,265
+71
+3% +$6.6K ﹤0.01% 580
2023
Q4 		$209K Buy
+2,194
New +$189K ﹤0.01% 559

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Millennium Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association's RWR Position: Q4 2025 in Review

TIAA Trust, National Association sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2025, closing a stake of 2,023 shares — an estimated $203K sold.

TIAA Trust, National Association first reported a position in RWR in Q4 2023 and held it in 7 quarters. The position peaked at $236K in Q3 2024. 251 funds tracked by Wall St. Rank hold RWR as of Q4 2025.

  • TIAA Trust, National Association reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2025 after selling out during the quarter.
  • TIAA Trust, National Association sold 2,023 State Street SPDR Dow Jones REIT ETF shares in Q4 2025, an estimated $203K.
  • TIAA Trust, National Association first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2023 and held it in 7 quarters.
  • TIAA Trust, National Association's State Street SPDR Dow Jones REIT ETF position peaked at $236K in Q3 2024.
  • 251 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2025.

Based on TIAA Trust, National Association's 13F filing for Q4 2025, filed 11 Feb 2026.