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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
   WELLS FARGO & CO/MN 561 - 2023-12-31 733,758 $69,942,000 -54,677
   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
   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
   CAPITAL ADVISORS INC/OK 96 - 2024-03-31 81,708 $7,701,000 -6,334
   CITIZENS FINANCIAL GROUP INC/RI 101 - 2023-12-31 59,859 $5,706,000 -959
   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
   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
   REBALANCE LLC 29 - 2024-03-31 34,868 $3,286,000 -1,058
   SMITH MOORE & CO. 65 - 2023-12-31 28,525 $2,719,000 -173
   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
   American Financial Advisors LLC 41 - 2024-03-31 21,899 $2,064,000 -143
   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
   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
   OSBORNE PARTNERS CAPITAL MANAGEMENT 128 - 2024-03-31 14,270 $1,345,000 -2,598
   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
   SAVANT CAPITAL MANAGEMENT INC 417 - 2023-12-31 10,258 $978,000 -81
   BROWN ADVISORY HOLDINGS INC 794 - 2024-03-31 9,891 $932,000 -110
   US BANCORP 1163 - 2023-12-31 9,328 $889,000 -3
   CITADEL ADVISORS LLC 3070 - 2023-12-31 9,056 $863,000 -82,278
   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
   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
   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
   Lee Financial CORP 93 - 2023-12-31 5,426 $517,000 -78
   One Capital Management LLC 211 - 2023-12-31 5,232 $499,000 -1,845
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1587 - 2024-03-31 5,196 $490,000 -2,370
   HBK SORCE ADVISORY LLC - 2023-12-31 5,029 $479,000 -775
   FRANKLIN RESOURCES INC 1929 - 2023-12-31 4,767 $454,000 -677
   Baird Financial Group Inc. 1387 - 2023-12-31 4,673 $445,000 -2,003
   West Wealth Group LLC 47 - 2023-12-31 4,652 $443,000 -899
   ETFIDEA LLC 78 - 2024-03-31 4,637 $437,000 -376
   TRANSATLANTIQUE PRIVATE WEALTH LLC 157 - 2023-12-31 4,500 $429,000 -1,336
   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
   MERCER GLOBAL ADVISORS INC /ADV 1553 - 2023-12-31 3,434 $327,000 -307
   BEACON FINANCIAL GROUP 259 - 2023-12-31 3,176 $303,000 -4,529
   Integrated Advisors Network LLC 554 - 2023-12-31 3,105 $296,000 -108
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 885 - 2023-12-31 2,998 $286,000 -4,455
   Private Ocean LLC 120 - 2024-03-31 3,027 $285,000 -316
   Front Row Advisors LLC 85 - 2023-12-31 2,924 $279,000 -87
   JFS WEALTH ADVISORS, LLC 215 - 2024-03-31 2,798 $264,000 -468
   JANE STREET GROUP LLC 4538 - 2023-12-31 2,763 $263,000 -3,816
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1544 - 2023-09-30 3,081 $256,000 -2,803
   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
   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
   FMR LLC 2987 - 2023-12-31 1,256 $120,000 -471
   Pflug Koory LLC 215 - 2024-03-31 602 $57,000 -70
   Cranbrook Wealth Management LLC 177 - 2024-03-31 385 $36,000 -202
   Mine & Arao Wealth Creation & Management LLC. 165 - 2023-12-31 323 $31,000 -30
   COHEN & STEERS INC 365 - 2023-12-31 316 $30,000 -1,087
   VitalStone Financial LLC 234 - 2023-12-31 191 $18,000 -324
   Founders Financial Alliance LLC 415 - 2023-12-31 139 $13,000 -82
   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
   EverSource Wealth Advisors LLC 1543 - 2023-12-31 110 $10,000 -50
   LGT Financial Advisors LLC 521 - 2024-03-31 98 $9,000 -140
   HANSON MCCLAIN, INC. 2317 - 2024-03-31 65 $6,000 -25
   Rockbridge Investment Management LCC 470 - 2023-12-31 52 $5,000 -16
   Aspire Private Capital LLC 523 - 2024-03-31 41 $4,000 -126
   MANCHESTER CAPITAL MANAGEMENT LLC 764 - 2023-12-31 35 $3,000 -5
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1692 - 2023-12-31 31 $3,000 -6
   Capital Advisors Ltd. LLC 1040 - 2024-03-31 18 $2,000 -335
   Castleview Partners LLC 756 - 2023-12-31 8 $1,000 -1
   NATIXIS 1094 - 2023-12-31 1 $0 -57,004
  89 Records found
  1    
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