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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLS FARGO & CO/MN 639 - 2024-03-31 660,322 $62,235,000 -73,436
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 219 - 2024-03-31 442,304 $41,687,000 -10,887
   MORGAN STANLEY 2185 - 2024-03-31 335,846 $31,654,000 -319,466
   ENVESTNET ASSET MANAGEMENT INC 863 - 2024-03-31 333,137 $31,398,000 -8,132
   BANK OF AMERICA CORP /DE/ 1641 - 2024-03-31 312,400 $29,444,000 -8,669
   BB&T CORP 368 - 2024-03-31 260,764 $24,577,000 -9,369
   LPL FINANCIAL CORP 1109 - 2024-03-31 150,236 $14,160,000 -100,063
   Patton Fund Management Inc. 8 - 2024-03-31 146,549 $13,812,000 -3,333
   GOLDMAN SACHS GROUP INC/ 1932 - 2024-03-31 124,310 $11,716,000 -33,020
   CREATIVE PLANNING 390 - 2024-03-31 111,407 $10,500,000 -224
   CAPITAL ADVISORS INC/OK 96 - 2024-03-31 81,708 $7,701,000 -6,334
   CITIZENS FINANCIAL GROUP INC/RI 100 - 2024-03-31 57,055 $5,377,000 -2,804
   COMMONWEALTH EQUITY SERVICES LLC. 1208 - 2024-03-31 49,232 $4,640,000 -589
   Qube Research & Technologies Ltd 1172 - 2024-03-31 41,985 $3,957,000 -1,282
   Falcon Wealth Planning 25 - 2024-03-31 41,244 $3,887,000 -1,147
   ROYAL BANK OF CANADA 2136 - 2024-03-31 37,538 $3,538,000 -69,719
   Advisor Group Holdings Inc. 1302 - 2024-03-31 36,109 $3,407,000 -7,134
   REBALANCE LLC 29 - 2024-03-31 34,868 $3,286,000 -1,058
   PNC FINANCIAL SERVICES GROUP INC 800 - 2024-03-31 29,686 $2,798,000 -5,759
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 521 - 2024-03-31 28,793 $2,714,000 -7,839
   SMITH MOORE & CO. 75 - 2024-03-31 28,265 $2,664,000 -260
   RTD Financial Advisors Inc. 46 - 2024-03-31 25,140 $2,369,000 -164
   Pathstone Holdings LLC 843 - 2024-03-31 23,984 $2,260,000 -81
   American Financial Advisors LLC 41 - 2024-03-31 21,899 $2,064,000 -143
   Kestra Advisory Services LLC 911 - 2024-03-31 19,746 $1,861,000 -1,351
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1675 - 2024-03-31 19,366 $1,825,000 -6,199
   Aveo Capital Partners LLC 100 - 2024-03-31 20,231 $1,808,000 -233
   CITY HOLDING CO 99 - 2024-03-31 18,515 $1,745,000 -250
   Omega Financial Group LLC 38 - 2024-03-31 17,264 $1,627,000 -1,156
   RAYMOND JAMES & ASSOCIATES 2303 - 2024-03-31 16,527 $1,558,000 -37,280
   BANK OF MONTREAL /CAN/ 1510 - 2024-03-31 15,465 $1,459,000 -671
   Destiny Capital Corp/CO 19 - 2024-03-31 14,591 $1,375,000 -1,105
   OSBORNE PARTNERS CAPITAL MANAGEMENT 128 - 2024-03-31 14,270 $1,345,000 -2,598
   ATLAS BROWNINC 67 - 2024-03-31 13,394 $1,262,000 -54
   HIGHTOWER ADVISORS, LLC 1731 - 2024-03-31 11,521 $1,083,000 -1,840
   VALMARK ADVISERS INC 262 - 2024-03-31 10,818 $1,020,000 -51
   MARINER WEALTH ADVISORS, LLC 1534 - 2024-03-31 10,065 $949,000 -1,510
   BROWN ADVISORY HOLDINGS INC 794 - 2024-03-31 9,891 $932,000 -110
   CI Private Wealth LLC 1382 - 2024-03-31 8,578 $808,000 -1,245
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 33 - 2022-12-31 8,231 $717,000 -17
   STIFEL FINANCIAL CORP 2421 - 2024-03-31 7,205 $679,000 -5,113
   FINANCIAL NETWORK 1731 - 2024-03-31 7,102 $669,000 -48
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2037 - 2024-03-31 6,849 $645,000 -2,063
   Bensler LLC 97 - 2024-03-31 6,794 $640,000 -3,152
   Lido Advisors LLC 740 - 2024-03-31 6,472 $610,000 -421
   Key Financial Inc 121 - 2024-03-31 6,230 $587,000 -270
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3440 - 2024-03-31 5,267 $496,000 -22,173
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1587 - 2024-03-31 5,196 $490,000 -2,370
   One Capital Management LLC 223 - 2024-03-31 5,069 $478,000 -163
   Lee Financial CORP 98 - 2024-03-31 5,024 $474,000 -402
   NTV ASSET MANAGEMENT LLC 171 - 2024-03-31 5,000 $471,000 -1,000
   HBK SORCE ADVISORY LLC 352 - 2024-03-31 4,873 $459,000 -156
   Urban Financial Advisory Corp 19 - 2024-03-31 4,848 $457,000 -127
   ICA Group Wealth Management LLC 175 - 2024-03-31 4,749 $448,000 -396
   ETFIDEA LLC 78 - 2024-03-31 4,637 $437,000 -376
   Baird Financial Group Inc. 1439 - 2024-03-31 4,554 $429,000 -119
   GREENLEAF TRUST 518 - 2024-03-31 4,495 $424,000 -468
   IFP Advisors Inc 663 - 2023-12-31 3,889 $371,000 -254
   Moisand Fitzgerald Tamayo LLC 78 - 2024-03-31 3,931 $370,000 -3
   Ameritas Advisory Services LLC 669 - 2024-03-31 3,694 $342,000 -298
   CULLEN FROST BANKERS INC 426 - 2024-03-31 3,203 $302,000 -52,093
   Private Ocean LLC 120 - 2024-03-31 3,027 $285,000 -316
   Windward Private Wealth Management Inc. 42 - 2024-03-31 2,916 $275,000 -78
   JFS WEALTH ADVISORS, LLC 215 - 2024-03-31 2,798 $264,000 -468
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1544 - 2023-09-30 3,081 $256,000 -2,803
   Envestnet Portfolio Solutions Inc. 1441 - 2024-03-31 2,695 $254,000 -454
   Curran Financial Partners LLC 73 - 2024-03-31 2,526 $238,000 -167
   Austin Private Wealth LLC 191 - 2024-03-31 2,594 $237,000 -30
   HPM Partners LLC 2031 - 2024-03-31 2,407 $227,000 -12,534
   TIAA FSB 540 - 2023-06-30 2,288 $207,000 -212
   WHITTIER TRUST CO OF NEVADA INC 491 - 2024-03-31 1,789 $169,000 -1,066
   Pflug Koory LLC 215 - 2024-03-31 602 $57,000 -70
   Cranbrook Wealth Management LLC 177 - 2024-03-31 385 $36,000 -202
   BLAIR WILLIAM & CO/IL 1644 - 2024-03-31 300 $28,000 -17
   MASSMUTUAL TRUST CO FSB/ADV 1004 - 2024-03-31 118 $11,000 -2,149
   Larson Financial Group LLC 1017 - 2024-03-31 112 $11,000 -12
   Raleigh Capital Management Inc. 551 - 2024-03-31 118 $11,000 -100
   LGT Financial Advisors LLC 521 - 2024-03-31 98 $9,000 -140
   HANSON MCCLAIN, INC. 2317 - 2024-03-31 65 $6,000 -25
   TOWER RESEARCH CAPITAL LLC 4490 - 2024-03-31 64 $6,000 -27,286
   Aspire Private Capital LLC 523 - 2024-03-31 41 $4,000 -126
   MANCHESTER CAPITAL MANAGEMENT LLC 792 - 2024-03-31 30 $3,000 -5
   Capital Advisors Ltd. LLC 1040 - 2024-03-31 18 $2,000 -335
   Steward Partners Investment Advisory LLC 3291 - 2024-03-31 23 $2,000 -221
   Frazier Financial Advisors LLC 823 - 2024-03-31 6 $1,000 -11
  85 Records found
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