Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Dow Jones Wilshire REIT (RWR)  
$90.89 0.28 (0.31%) as of 4:30 Fri 5/10


Download
     
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
   MORGAN STANLEY 1502 - 2023-12-31 655,312 $62,464,000 233,689
   BLACKROCK INC. 2870 - 2023-12-31 234,927 $22,393,000 98,538
   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
   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
   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
   Qube Research & Technologies Ltd 952 - 2023-12-31 43,267 $4,124,000 532
   EVERGREEN CAPITAL MANAGEMENT LLC 180 - 2023-12-31 35,164 $3,352,000 2,320
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1611 - 2023-12-31 27,440 $2,616,000 6,646
   PHILLIPS FINANCIAL MANAGEMENT LLC 79 - 2024-03-31 24,595 $2,318,000 11
   HRT FINANCIAL LLC 599 - 2023-12-31 21,719 $2,070,000 13,382
   Kestra Advisory Services LLC 781 - 2023-12-31 21,097 $2,011,000 1,335
   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
   Trilogy Capital Inc. 142 - 2024-03-31 17,693 $1,668,000 5,184
   HPM Partners LLC - 2023-12-31 14,941 $1,424,000 576
   Yeomans Consulting Group Inc. 30 - 2024-03-31 12,146 $1,145,000 469
   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
   CI Private Wealth LLC 1306 - 2023-12-31 9,823 $936,000 1,680
   Wealthcare Advisory Partners LLC 394 - 2024-03-31 9,387 $885,000 232
   COMERICA BANK 1658 - 2023-12-31 8,069 $769,000 10
   EMPIRICAL FINANCIAL SERVICES, LLC 283 - 2023-12-31 6,890 $657,000 472
   CAMELOT TECHNOLOGY ADVISORS INC. 35 - 2024-03-31 6,743 $636,000 29
   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
   Atlantic Trust Group LLC 765 - 2023-12-31 6,004 $572,000 81
   JANNEY MONTGOMERY SCOTT LLC 1953 - 2024-03-31 5,542 $522,000 14
   Abbrea Capital LLC 159 - 2023-12-31 5,340 $509,000 145
   ICA Group Wealth Management LLC 156 - 2023-12-31 5,145 $490,000 1,133
   KMG FIDUCIARY PARTNERS LLC 179 - 2024-03-31 5,110 $482,000 4
   Ameritas Advisory Services LLC 495 - 2023-12-31 3,992 $377,000 152
   BUCKINGHAM ASSET MANAGEMENT, LLC 517 - 2023-12-31 3,839 $366,000 7
   Navis Wealth Advisors LLC 63 - 2024-03-31 3,306 $312,000 19
   Cetera Investment Advisers 1758 - 2023-12-31 3,256 $310,000 106
   Envestnet Portfolio Solutions Inc. 1287 - 2023-12-31 3,149 $300,000 663
   Chicago Partners Investment Group LLC 570 - 2024-03-31 3,333 $295,000 20
   Windward Private Wealth Management Inc. 42 - 2023-12-31 2,994 $285,000 535
   Compass Ion Advisors LLC 187 - 2024-03-31 2,986 $281,000 161
   Aptus Capital Advisors LLC 476 - 2023-12-31 2,821 $269,000 2,432
   Heartwood Wealth Advisors LLC 133 - 2024-03-31 2,691 $254,000 541
   IFG Advisory LLC 508 - 2023-12-31 2,616 $249,000 13
   MARSHALL FINANCIAL GROUP INC /ADV 48 - 2023-12-31 2,517 $240,000 4
   Rossmore Private Capital 223 - 2023-12-31 2,245 $214,000 2,245
   Strengthening Families & Communities LLC 71 - 2023-12-31 1,583 $151,000 21
   Goss Wealth Management LLC 1816 - 2023-12-31 1,464 $140,000 227
   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
   CITIGROUP INC 3428 - 2023-12-31 725 $69,000 725
   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
   BLAIR WILLIAM & CO/IL 1620 - 2023-12-31 317 $30,000 250
   Raleigh Capital Management Inc. 434 - 2023-12-31 218 $21,000 8
   Aberdeen Wealth Management LLC 158 - 2023-12-31 105 $10,000 105
   CWM LLC 3469 - 2024-03-31 76 $7,000 53
   Investors Research Corp 844 - 2023-12-31 39 $4,000 6
  71 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us