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SPDR DJ Wilshire REIT shares owned by SageView Advisory Group

Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in SPDR DJ Wilshire REIT

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire REIT held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire REIT by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.0M 12k 523.05

More positions owned by SageView Advisory Group

Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Flexshares Tr Mstar Emkt Fac (TLTE)
Apple (AAPL)
Mission Produce (AVO)
Ishares Tr Mortge Rel Etf (REM)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for SageView Advisory Group

Top funds holding SPDR DJ Wilshire REIT

Northern Trust
Charles Schwab Investment Management
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Millennium Management
Morgan Stanley
Envestnet Asset Management
Ameriprise Financial
Bank of America Corporation
BlackRock
Branch Banking & Trust Company
UBS Group
LPL Financial
Patton Fund Management
Goldman Sachs Group

View all funds holding SPDR DJ Wilshire REIT