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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PATHSTONE FAMILY OFFICE, LLC 472 *New 2023-09-30 24,146 $2,003,000 24,146
   Worth Asset Management LLC 48 *New 2024-03-31 7,651 $721,000 7,651
   Lido Advisors LLC 674 *New 2023-12-31 6,893 $657,000 6,893
   Integrated Wealth Concepts LLC 997 *New 2023-12-31 5,176 $493,000 5,176
   BALYASNY ASSET MANAGEMENT LLC 1403 *New 2023-12-31 5,111 $487,000 5,111
   HANCOCK HOLDING CO 538 *New 2023-12-31 3,213 $306,000 3,213
   MILLENNIUM MANAGEMENT LLC 3378 *New 2023-12-31 2,532 $241,000 2,532
   D E SHAW & CO INC 2490 *New 2023-12-31 2,403 $229,000 2,403
   Pictet Asset Management Holding SA 1674 *New 2023-12-31 2,400 $229,000 2,400
   PICTET ASSET MANAGEMENT SA 1673 *New 2023-06-30 2,400 $217,000 2,400
   GYL Financial Synergies LLC 343 *New 2023-12-31 2,245 $214,000 2,245
   Collaborative Wealth Managment Inc. 150 *New 2023-12-31 2,231 $213,000 2,231
   TIAA TRUST NATIONAL ASSOCIATION *New 2023-12-31 2,194 $209,000 2,194
   COMMERCE BANK N A/MO *New 2024-03-31 2,172 $205,000 2,172
   ADVISORY SERVICES NETWORK, LLC 1696 *New 2023-12-31 937 $89,000 937
   SHEETS SMITH & ASSOCIATES INC 358 *New 2023-09-30 1,024 $85,000 1,024
   Tyler-Stone Wealth Management 449 *New 2023-12-31 282 $27,000 282
   PALISADE ASSET MANAGEMENT, LLC *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
   FSA Wealth Management LLC 410 *New 2023-12-31 64 $6,000 64
   Glass Jacobson Investment Advisors llc 650 *New 2024-03-31 30 $3,000 30
   Team Financial Group LLC 162 *New 2023-12-31 33 $3,000 33
   HOWE & RUSLING INC 365 *New 2023-12-31 20 $2,000 20
   MCMILLION CAPITAL MANAGEMENT INC 185 *New 2023-06-30 21 $2,000 21
   GUARDIAN WEALTH ADVISORS LLC / NC 453 *New 2023-12-31 2 $0 2
   VisionPoint Advisory Group LLC 824 *New 2023-12-31 1 $0 1
  27 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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