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Get Institutions for : 
Dow Jones Wilshire REIT (RWR)  
$91.81 0.72 (0.78%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 247    10
Total shares held : 
 10,424,680  
% of shares held : 
 67.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 434,078  
% of shares held change : 
   2.8%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $81.46  
Last Quarter's Ending Price : 
 $95.32  
Last Quarter's Average Price : 
 $85.96  
Change from last quarter's     
avg. price to the last closing  : 
5.85 (6.81%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
27
 144,140
 1.38%
 
Increased Positions :
76
 962,510
 9.23%
 
Unchanged Positions :
66
 116,342
 1.12%
 
Decreased Positions :
78
-558,314
-5.36%
 
Closed Positions :
17
-114,258
-1.1%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SageView Advisory Group LLC 43 *New 2024-03-31 11,534 $6,033,000 11,534
   PATHSTONE FAMILY OFFICE, LLC 472 *New 2023-09-30 24,146 $2,003,000 24,146
   Rockefeller Capital Management L.P. 1191 *New 2024-03-31 12,584 $1,186,000 12,584
   Worth Asset Management LLC 48 *New 2024-03-31 7,651 $721,000 7,651
   FIRST AMERICAN TRUST CO 148 *New 2024-03-31 4,325 $408,000 4,325
   Merit Financial Group LLC 608 *New 2024-03-31 4,531 $405,000 4,531
   PRICE T ROWE ASSOCIATES INC /MD/ 2446 *New 2024-03-31 3,000 $283,000 3,000
   GTS SECURITIES LLC 1084 *New 2024-03-31 2,581 $243,000 2,581
   TUDOR INVESTMENT CORP ET AL 1287 *New 2024-03-31 2,506 $236,000 2,506
   PICTET ASSET MANAGEMENT SA 1673 *New 2023-06-30 2,400 $217,000 2,400
   COMMERCE BANK N A/MO 1141 *New 2024-03-31 2,172 $205,000 2,172
   Financial Services Advisory Inc 54 *New 2024-03-31 2,155 $203,000 2,155
   PALISADE ASSET MANAGEMENT, LLC 317 *New 2024-03-31 241 $23,000 241
   TOMPKINS FINANCIAL CORP 437 *New 2024-03-31 200 $19,000 200
   FOSTER DYKEMA CABOT & CO INC/MA 207 *New 2023-09-30 200 $17,000 200
   Glass Jacobson Investment Advisors llc 650 *New 2024-03-31 30 $3,000 30
   MCMILLION CAPITAL MANAGEMENT INC 185 *New 2023-06-30 21 $2,000 21
  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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