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Get Institutions for : 
Dow Jones Wilshire REIT (RWR)  
$89.91 0.06 (0.07%) as of 4:30 Fri 5/24


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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  : 
3.95 (4.6%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NORTHERN TRUST CORP 363 - 2024-03-31 2,762,126 $260,330,000 56,200
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 385 - 2024-03-31 1,886,460 $177,799,000 22,219
   MILLENNIUM MANAGEMENT LLC 711 - 2024-03-31 355,356 $33,492,000 352,824
   AMERIPRISE FINANCIAL INC 1055 - 2024-03-31 318,856 $29,831,000 260,075
   BLACKROCK INC. 2738 - 2024-03-31 291,327 $27,458,000 56,400
   UBS Group AG 1270 - 2024-03-31 185,798 $17,511,000 98,395
   Private Advisor Group LLC 256 - 2024-03-31 106,338 $10,022,000 2,102
   MML INVESTORS SERVICES LLC 523 - 2024-03-31 72,304 $6,815,000 20,180
   Stratos Wealth Partners LTD. 196 - 2024-03-31 68,532 $6,459,000 65,615
   BANK OF NEW YORK MELLON CORP 2323 - 2024-03-31 53,322 $5,026,000 668
   Equitable Holdings Inc. 286 - 2024-03-31 42,760 $4,030,000 12,686
   Hartland & Co. LLC 93 - 2024-03-31 43,033 $3,930,000 29
   J P MORGAN CHASE & CO 2623 - 2024-03-31 39,357 $3,709,000 6,923
   CITADEL ADVISORS LLC 1929 - 2024-03-31 38,562 $3,634,000 29,506
   EVERGREEN CAPITAL MANAGEMENT LLC 170 - 2024-03-31 38,080 $3,589,000 2,916
   PHILLIPS FINANCIAL MANAGEMENT LLC 79 - 2024-03-31 24,595 $2,318,000 11
   Geneos Wealth Management Inc. 260 - 2024-03-31 20,542 $1,936,000 3,307
   Efficient Wealth Management LLC 27 - 2024-03-31 19,542 $1,842,000 454
   Trilogy Capital Inc. 142 - 2024-03-31 17,693 $1,668,000 5,184
   D E SHAW & CO INC 1763 - 2024-03-31 16,615 $1,566,000 14,212
   CITIGROUP INC 2024 - 2024-03-31 15,343 $1,446,000 14,618
   WAYNE HUMMER ASSET MANAGEMENT CO 508 - 2024-03-31 13,912 $1,311,000 201
   Snowden Capital Advisors LLC 433 - 2024-03-31 13,312 $1,255,000 658
   Yeomans Consulting Group Inc. 30 - 2024-03-31 12,146 $1,145,000 469
   Ariel Capital Advisors LLC 78 - 2024-03-31 11,176 $1,053,000 190
   Smallwood Wealth Investment Management LLC 25 - 2024-03-31 10,538 $993,000 306
   SAVANT CAPITAL MANAGEMENT INC 546 - 2024-03-31 10,454 $985,000 196
   Wealthcare Advisory Partners LLC 394 - 2024-03-31 9,387 $885,000 232
   COMERICA BANK 1638 - 2024-03-31 8,729 $823,000 660
   EMPIRICAL FINANCIAL SERVICES, LLC 299 - 2024-03-31 7,001 $660,000 111
   RENAISSANCE TECHNOLOGIES LLC 2765 - 2024-03-31 6,800 $641,000 6,800
   CAMELOT TECHNOLOGY ADVISORS INC. 35 - 2024-03-31 6,743 $636,000 29
   SYNOVUS FINANCIAL CORP 566 - 2024-03-31 6,656 $628,000 557
   RAYMOND JAMES TRUST CO 634 - 2024-03-31 6,363 $600,000 629
   Atlantic Trust Group LLC 809 - 2024-03-31 6,010 $557,000 6
   JANNEY MONTGOMERY SCOTT LLC 1953 - 2024-03-31 5,542 $522,000 14
   Integrated Wealth Concepts LLC 1039 - 2024-03-31 5,409 $510,000 233
   BUCKINGHAM ASSET MANAGEMENT, LLC 464 - 2024-03-31 5,166 $487,000 1,327
   KMG FIDUCIARY PARTNERS LLC 179 - 2024-03-31 5,110 $482,000 4
   ARK & TLK INVESTMENTS LLC 68 - 2024-03-31 4,472 $422,000 9
   MERCER GLOBAL ADVISORS INC /ADV 1503 - 2024-03-31 3,517 $331,000 83
   Navis Wealth Advisors LLC 63 - 2024-03-31 3,306 $312,000 19
   Integrated Advisors Network LLC 576 - 2024-03-31 3,257 $307,000 152
   Chicago Partners Investment Group LLC 570 - 2024-03-31 3,333 $295,000 20
   Kingsview Wealth Management LLC 819 - 2024-03-31 3,085 $291,000 72
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 887 - 2024-03-31 3,015 $284,000 17
   Compass Ion Advisors LLC 187 - 2024-03-31 2,986 $281,000 161
   Heartwood Wealth Advisors LLC 133 - 2024-03-31 2,691 $254,000 541
   MARSHALL FINANCIAL GROUP INC /ADV 51 - 2024-03-31 2,519 $237,000 2
   TIAA TRUST NATIONAL ASSOCIATION 580 - 2024-03-31 2,265 $213,000 71
   Collaborative Wealth Managment Inc. 154 - 2024-03-31 2,233 $210,000 2
   Strengthening Families & Communities LLC 76 - 2024-03-31 1,592 $150,000 9
   Goss Wealth Management LLC 1925 - 2024-03-31 1,519 $143,000 55
   FMR LLC 2993 - 2024-03-31 1,493 $141,000 237
   HARBOUR INVESTMENTS INC. 1031 - 2023-12-31 1,363 $130,000 3
   RICHARDSON FINANCIAL SERVICES INC. 195 - 2024-03-31 1,052 $99,000 6
   PROVENCE WEALTH MANAGEMENT GROUP 187 - 2023-12-31 928 $88,000 8
   Global Retirement Partners LLC 1196 - 2024-03-31 795 $75,000 63
   PRINCIPAL SECURITIES INC. 1607 - 2024-03-31 481 $45,000 164
   PROEQUITIES INC. 1333 - 2024-03-31 368 $35,000 23
   Capital Investment Advisory Services LLC 708 - 2024-03-31 337 $32,000 2
   HOWE & RUSLING INC 329 - 2024-03-31 157 $15,000 137
   Founders Financial Alliance LLC 458 - 2024-03-31 149 $14,000 10
   CWM LLC 3469 - 2024-03-31 76 $7,000 53
   Farther Finance Advisors LLC 1923 - 2024-03-31 80 $7,000 39
   Castleview Partners LLC 759 - 2024-03-31 22 $2,000 14
  66 Records found
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