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Get Institutions for : 
Dow Jones Wilshire REIT (RWR)  
$90.89 0.28 (0.31%) as of 4:30 Fri 5/10


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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  : 
4.93 (5.74%)  




 
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 360 - 2023-12-31 2,705,926 $257,929,000 190,473
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 354 - 2023-12-31 1,864,241 $177,699,000 13,598
   WELLS FARGO & CO/MN 561 - 2023-12-31 733,758 $69,942,000 -54,677
   MORGAN STANLEY 1502 - 2023-12-31 655,312 $62,464,000 233,689
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 200 - 2023-12-31 453,191 $43,198,000 -9,797
   ENVESTNET ASSET MANAGEMENT INC 794 - 2023-12-31 341,269 $32,530,000 -12,050
   BANK OF AMERICA CORP /DE/ 1476 - 2023-12-31 321,069 $30,604,000 -132,930
   BB&T CORP 345 - 2023-12-31 270,133 $25,749,000 -9,064
   LPL FINANCIAL CORP 798 - 2023-12-31 250,299 $23,859,000 -21,903
   BLACKROCK INC. 2870 - 2023-12-31 234,927 $22,393,000 98,538
   GOLDMAN SACHS GROUP INC/ 1775 - 2023-12-31 157,330 $14,997,000 -15,109
   Patton Fund Management Inc. 8 - 2023-12-31 149,882 $14,287,000 -6,613
   CREATIVE PLANNING 367 - 2023-12-31 111,631 $10,641,000 -2,744
   ROYAL BANK OF CANADA 1438 - 2023-12-31 107,257 $10,223,000 59,470
   Private Advisor Group LLC 256 - 2024-03-31 106,338 $10,022,000 2,102
   UBS Group AG 1573 - 2023-12-31 87,403 $8,331,000 60,011
   CAPITAL ADVISORS INC/OK 96 - 2024-03-31 81,708 $7,701,000 -6,334
   Stratos Wealth Partners LTD. 196 - 2024-03-31 68,532 $6,459,000 65,615
   AMERIPRISE FINANCIAL INC 2148 - 2023-12-31 58,781 $6,006,000 41,306
   CITIZENS FINANCIAL GROUP INC/RI 101 - 2023-12-31 59,859 $5,706,000 -959
   CULLEN FROST BANKERS INC 199 - 2023-12-31 55,296 $5,271,000 51,997
   BANK OF NEW YORK MELLON CORP 2323 - 2024-03-31 53,322 $5,026,000 668
   MML INVESTORS SERVICES LLC 593 - 2023-12-31 52,124 $4,968,000 2,910
   COMMONWEALTH EQUITY SERVICES LLC. 1208 - 2024-03-31 49,232 $4,640,000 -589
   Advisor Group Holdings Inc. 1332 - 2023-12-31 43,243 $4,126,000 -3,346
   Qube Research & Technologies Ltd 952 - 2023-12-31 43,267 $4,124,000 532
   Hartland & Co. LLC 92 - 2023-12-31 43,004 $4,099,000 -3,445
   Falcon Wealth Planning 25 - 2024-03-31 41,244 $3,887,000 -1,147
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 448 - 2023-12-31 36,632 $3,492,000 -494
   PNC FINANCIAL SERVICES GROUP INC 731 - 2023-12-31 35,445 $3,379,000 -5,114
   EVERGREEN CAPITAL MANAGEMENT LLC 180 - 2023-12-31 35,164 $3,352,000 2,320
   REBALANCE LLC 29 - 2024-03-31 34,868 $3,286,000 -1,058
   J P MORGAN CHASE & CO 2718 - 2023-12-31 32,434 $3,092,000 1,466
   Equitable Holdings Inc. 317 - 2023-12-31 30,074 $2,867,000 4,381
   SMITH MOORE & CO. 65 - 2023-12-31 28,525 $2,719,000 -173
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1611 - 2023-12-31 27,440 $2,616,000 6,646
   TOWER RESEARCH CAPITAL LLC 427 - 2023-12-31 27,350 $2,607,000 -6,502
   RTD Financial Advisors Inc. 46 - 2024-03-31 25,140 $2,369,000 -164
   PHILLIPS FINANCIAL MANAGEMENT LLC 79 - 2024-03-31 24,595 $2,318,000 11
   Pathstone Holdings LLC 685 - 2023-12-31 24,065 $2,294,000 0
   HRT FINANCIAL LLC 599 - 2023-12-31 21,719 $2,070,000 13,382
   American Financial Advisors LLC 41 - 2024-03-31 21,899 $2,064,000 -143
   DESTINY CAPITAL SECURITIES CORPORATION 16 - 2023-09-30 24,858 $2,062,000 0
   Kestra Advisory Services LLC 781 - 2023-12-31 21,097 $2,011,000 1,335
   PATHSTONE FAMILY OFFICE, LLC 472 *New 2023-09-30 24,146 $2,003,000 24,146
   FLOW TRADERS U.S. LLC 212 - 2023-12-31 20,766 $1,979,000 1,703
   Aveo Capital Partners LLC 90 - 2023-12-31 20,464 $1,951,000 20,464
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1675 - 2024-03-31 19,366 $1,825,000 -6,199
   CITY HOLDING CO 99 - 2024-03-31 18,515 $1,745,000 -250
   M&T BANK CORP 703 - 2023-12-31 17,646 $1,682,000 -100
   Trilogy Capital Inc. 142 - 2024-03-31 17,693 $1,668,000 5,184
   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/ 1438 - 2023-12-31 16,136 $1,558,000 -542
   Destiny Capital Corp/CO 20 - 2023-12-31 15,696 $1,496,000 -11,993
   HPM Partners LLC - 2023-12-31 14,941 $1,424,000 576
   OSBORNE PARTNERS CAPITAL MANAGEMENT 128 - 2024-03-31 14,270 $1,345,000 -2,598
   MOLLER FINANCIAL SERVICES 28 - 2024-03-31 14,224 $1,341,000 0
   WAYNE HUMMER ASSET MANAGEMENT CO 491 - 2023-12-31 13,711 $1,307,000 -591
   HIGHTOWER ADVISORS, LLC 1672 - 2023-12-31 13,361 $1,270,000 -1,010
   ATLAS BROWNINC 67 - 2024-03-31 13,394 $1,262,000 -54
   Snowden Capital Advisors LLC 389 - 2023-12-31 12,654 $1,206,000 -177
   STIFEL FINANCIAL CORP 2032 - 2023-12-31 12,318 $1,174,000 -163
   Yeomans Consulting Group Inc. 30 - 2024-03-31 12,146 $1,145,000 469
   DAVIDSON TRUST CO 37 - 2023-12-31 11,999 $1,144,000 0
   MARINER WEALTH ADVISORS, LLC 1363 - 2023-12-31 11,575 $1,103,000 2,923
   Ariel Capital Advisors LLC 78 - 2024-03-31 11,176 $1,053,000 190
   VALMARK ADVISERS INC 242 - 2023-12-31 10,869 $1,036,000 362
   Smallwood Wealth Investment Management LLC 25 - 2024-03-31 10,538 $993,000 306
   SAVANT CAPITAL MANAGEMENT INC 417 - 2023-12-31 10,258 $978,000 -81
   CI Private Wealth LLC 1306 - 2023-12-31 9,823 $936,000 1,680
   BROWN ADVISORY HOLDINGS INC 794 - 2024-03-31 9,891 $932,000 -110
   US BANCORP 1163 - 2023-12-31 9,328 $889,000 -3
   Wealthcare Advisory Partners LLC 394 - 2024-03-31 9,387 $885,000 232
   CITADEL ADVISORS LLC 3070 - 2023-12-31 9,056 $863,000 -82,278
   GIBSON CAPITAL MANAGEMENT, LTD. 21 - 2024-03-31 8,995 $848,000 0
   COMERICA BANK 1658 - 2023-12-31 8,069 $769,000 10
   Worth Asset Management LLC 48 *New 2024-03-31 7,651 $721,000 7,651
   REFRAME WEALTH LLC 33 - 2022-12-31 8,231 $717,000 0
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 33 - 2022-12-31 8,231 $717,000 -17
   FINANCIAL NETWORK 1633 - 2023-12-31 7,150 $682,000 -576
   Lido Advisors LLC 674 *New 2023-12-31 6,893 $657,000 6,893
   EMPIRICAL FINANCIAL SERVICES, LLC 283 - 2023-12-31 6,890 $657,000 472
   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
   CAMELOT TECHNOLOGY ADVISORS INC. 35 - 2024-03-31 6,743 $636,000 29
   Key Financial Inc 105 - 2024-03-31 6,500 $620,000 0
   RAYMOND JAMES TRUST CO 634 - 2024-03-31 6,363 $600,000 629
   SYNOVUS FINANCIAL CORP 578 - 2023-12-31 6,099 $582,000 88
   Kohmann Bosshard Financial Services LLC 103 - 2024-03-31 6,145 $579,000 0
   Atlantic Trust Group LLC 765 - 2023-12-31 6,004 $572,000 81
   NTV ASSET MANAGEMENT LLC 144 - 2023-12-31 6,000 $572,000 -1,450
   Forum Financial Management LP 257 - 2023-12-31 5,979 $570,000 -1,544
   AWM CAPITAL LLC 54 - 2024-03-31 5,970 $563,000 0
   SUMMIT FINANCIAL GROUP INC 113 - 2024-03-31 5,877 $554,000 0
   JANNEY MONTGOMERY SCOTT LLC 1953 - 2024-03-31 5,542 $522,000 14
   Clientfirst Wealth Management LLC 16 - 2023-09-30 6,252 $518,000 0
   Lee Financial CORP 93 - 2023-12-31 5,426 $517,000 -78
  100 Records found
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