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Get Institutions for : 
Dow Jones Wilshire REIT (RWR)  
$92.53 0.07 (0.08%) as of 4:30 Tue 5/21


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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  : 
6.57 (7.64%)  




 
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
   BNP PARIBAS ARBITRAGE SA 3071 *Closed 2024-03-31 0 $0 -1,170
   Aurum Wealth Management Group LLC 363 *Closed 2024-03-31 0 $0 -3,532
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 916 *Closed 2024-03-31 0 $0 -30
   FLOW TRADERS U.S. LLC 751 *Closed 2024-03-31 0 $0 -20,766
   West Wealth Group LLC 84 *Closed 2024-03-31 0 $0 -4,652
   Newport Capital Group LLC 52 *Closed 2023-09-30 0 $0 -2,230
   Sound Income Strategies LLC 1269 *Closed 2024-03-31 0 $0 -42
   THOMPSON SIEGEL & WALMSLEY LLC 387 *Closed 2024-03-31 0 $0 -85
   Covestor Ltd 2391 *Closed 2024-03-31 0 $0 -1
   Rockbridge Investment Management LCC 282 *Closed 2024-03-31 0 $0 -52
   FINANCIAL COUNSELORS INC 589 *Closed 2024-03-31 0 $0 -4,338
   Beacon Capital Management Inc. 51 *Closed 2024-03-31 0 $0 -332
   Newbridge Financial Services Group Inc. 1248 *Closed 2024-03-31 0 $0 -37
   Annapolis Financial Services LLC 432 *Closed 2024-03-31 0 $0 -48
   Eagle Strategies LLC 311 *Closed 2024-03-31 0 $0 -3,776
   ORG Partners LLC 793 *Closed 2024-03-31 0 $0 -41
   ADVISORY SERVICES NETWORK, LLC 3312 *Closed 2024-03-31 0 $0 -937
   Oakworth Capital Inc. 689 *Closed 2024-03-31 0 $0 -100
   HRT FINANCIAL LLC 2615 *Closed 2024-03-31 0 $0 -21,719
   SHEETS SMITH & ASSOCIATES INC 535 *Closed 2024-03-31 0 $0 -1,024
   COHEN & STEERS INC 408 *Closed 2024-03-31 0 $0 -316
   FOSTER DYKEMA CABOT & PARTNERS LLC 355 *Closed 2024-03-31 0 $0 -200
   IFG Advisory LLC 511 *Closed 2024-03-31 0 $0 -2,616
   First Personal Financial Services 387 *Closed 2024-03-31 0 $0 -202
   VERITABLE LP 777 *Closed 2023-09-30 0 $0 -24,146
   Center for Financial Planning Inc. 611 *Closed 2024-03-31 0 $0 -190
   Cetera Investment Advisers 1998 *Closed 2024-03-31 0 $0 -3,256
   HEAD & ASSOCIATES LLC 515 *Closed 2023-12-31 0 $0 -175
   First Command Advisory Services Inc. 606 *Closed 2024-03-31 0 $0 -81
   BALYASNY ASSET MANAGEMENT LLC 2177 *Closed 2024-03-31 0 $0 -5,111
   Investment Research & Advisory Group Inc. 229 *Closed 2024-03-31 0 $0 -55
   PARK AVENUE SECURITIES LLC 1405 *Closed 2024-03-31 0 $0 -3,156
   HANCOCK HOLDING CO 674 *Closed 2024-03-31 0 $0 -3,213
   Cutler Group LP 1599 *Closed 2024-03-31 0 $0 -200
   FIFTH THIRD BANCORP 2566 *Closed 2024-03-31 0 $0 -125
   JANE STREET GROUP LLC 6166 *Closed 2024-03-31 0 $0 -2,763
   VisionPoint Advisory Group LLC 853 *Closed 2024-03-31 0 $0 -1
   Team Financial Group LLC 152 *Closed 2024-03-31 0 $0 -33

  38 Records found
  1    
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