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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
   BNP PARIBAS ARBITRAGE SA *Closed 2024-03-31 0 $0 -1,170
   Aurum Wealth Management Group LLC 363 *Closed 2024-03-31 0 $0 -3,532
   RENAISSANCE TECHNOLOGIES LLC 3775 *Closed 2023-12-31 0 $0 -8,200
   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
   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
   BROWN BROTHERS HARRIMAN & CO 1247 *Closed 2023-12-31 0 $0 -1,570
   Oakworth Capital Inc. 689 *Closed 2024-03-31 0 $0 -100
   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
   HEAD & ASSOCIATES LLC 515 *Closed 2023-12-31 0 $0 -175
   First Command Advisory Services Inc. *Closed 2024-03-31 0 $0 -81
   STATE STREET CORP 4354 *Closed 2023-12-31 0 $0 -30,848
   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
   Cutler Group LP 1599 *Closed 2024-03-31 0 $0 -200
   Crewe Advisors LLC 664 *Closed 2023-12-31 0 $0 -70
   FIFTH THIRD BANCORP 2566 *Closed 2024-03-31 0 $0 -125
   CLARKSTON CAPITAL PARTNERS LLC 172 *Closed 2023-12-31 0 $0 -3,500
  24 Records found
  1    
  Page 1 of 1
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