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SPDR Dow Jones REIT ETF (RWR) Institutional Ownership

SPDR Dow Jones REIT ETF logo
$109.13 +0.55 (+0.51%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR Dow Jones REIT ETF (NYSEARCA:RWR)

Number of
Institutional Buyers
(last 12 months)
129
Total
Institutional Inflows
(last 12 months)
$234.33M
Number of
Institutional Sellers
(last 12 months)
100
Total
Institutional Outflows
(last 12 months)
$317.77M
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RWR Institutional Buying and Selling by Quarter

SPDR Dow Jones REIT ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Bank of New York Mellon Corp15,423$1.56M0.0%+0.7%0.094%
5/5/2026Geneos Wealth Management Inc.62,311$6.29M0.1%+3.8%0.381%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,090$413K0.0%-7.7%0.025%
5/2/2026 Avion Wealth4,274$431K0.1%-21.6%0.026%
5/1/2026 Citizens Financial Group Inc. RI41,737$4.21M0.1%+0.4%0.255%
5/1/2026 Midwest Trust Co3,418$345K0.0%-49.8%0.021%
5/1/2026 Fifth Third Bancorp3,250$328K0.0%N/A0.020%
4/30/2026 Kestra Advisory Services LLC43,547$4.40M0.0%+0.6%0.267%
4/27/2026 Osborne Partners Capital Management LLC10,814$1.09M0.1%-1.0%0.065%
4/27/2026 Private Advisor Group LLC139,614$14.10M0.1%+1.8%0.843%
4/27/2026 Elevation Point Wealth Partners LLC2,743$277K0.0%-89.4%0.017%
4/24/2026 St. Clair Advisors LLC88,450$8.93M2.4%-31.6%0.534%
4/22/2026 Patton Fund Management Inc.114,475$11.56M2.0%-3.3%0.691%
4/22/2026 Onyx Bridge Wealth Group LLC6,233$629K0.1%-61.4%0.038%
4/22/2026 Cambient Family Office LLC15,314$1.55M0.2%+198.9%0.092%
4/22/2026 Lewis Asset Management LLC2,765$279K0.1%N/A0.017%
4/21/2026 Falcon Wealth Planning28,280$2.86M0.2%-6.4%0.170%
4/18/2026 Vermillion Wealth Management Inc.522$53K0.0%-17.1%0.003%
4/17/2026 Atlas Brown Inc.12,063$1.22M0.4%-0.8%0.073%
3/9/2026Corient Private Wealth LLC7,374$726K0.0%+16.9%0.045%
2/20/2026 Cambient Family Office LLC5,124$503K0.1%N/A0.031%
2/19/2026 WealthPoint Financial LLC2,793$274K0.2%N/A0.017%
2/19/2026Corient Private Wealth LLC21,278$2.09M0.0%+237.3%0.128%
2/18/2026Mercer Global Advisors Inc. ADV27,665$2.72M0.0%+1.0%0.167%
2/18/2026Virtue Capital Management LLC6,725$661K0.0%-17.0%0.041%
2/18/2026 Onyx Bridge Wealth Group LLC16,165$1.59M0.2%-30.0%0.098%
2/18/2026Wealthspire Retirement LLC38,026$3.74M0.2%+26.9%0.230%
2/18/2026Beacon Pointe Advisors LLC17,549$1.72M0.0%N/A0.106%
2/18/2026CacheTech Inc.36,626$3.60M0.7%+31.6%0.221%
2/18/2026NewEdge Advisors LLC7,173$705K0.0%-6.6%0.043%
2/18/2026Adams Wealth Management36,626$3.60M0.8%+31.6%0.221%
2/18/2026Millennium Management LLC433,079$42.54M0.0%+11.7%2.615%
2/17/2026Cetera Investment Advisers19,072$1.87M0.0%+79.8%0.115%
2/17/2026Northern Trust Corp2,521,640$247.70M0.0%-2.6%15.227%
2/17/2026Osaic Holdings Inc.22,894$2.25M0.0%-40.6%0.138%
2/17/2026 Private Advisor Group LLC137,192$13.48M0.1%+4.5%0.828%
2/17/2026Royal Bank of Canada49,428$4.86M0.0%+97.2%0.298%
2/16/2026 MML Investors Services LLC46,928$4.61M0.0%+5.6%0.283%
2/16/2026Mariner LLC11,313$1.11M0.0%-5.3%0.068%
2/16/2026Brown Advisory Inc.8,724$857K0.0%-2.7%0.053%
2/16/2026Atlas Capital Advisors Inc.430$42K0.0%N/A0.003%
2/13/2026 Kestra Advisory Services LLC43,299$4.25M0.0%+26.4%0.261%
2/13/2026Marshall Wace LLP2,941$289K0.0%N/A0.018%
2/13/2026Smartleaf Asset Management LLC768$76K0.0%+1,606.7%0.005%
2/13/2026Charles Schwab Investment Management Inc.2,203,285$216.43M0.0%+5.3%13.305%
2/13/2026Wells Fargo & Company MN442,792$43.50M0.0%-0.8%2.674%
2/13/2026Cohen & Steers Inc.2,049$201K0.0%+8,808.7%0.012%
2/12/2026Jane Street Group LLC2,927$288K0.0%N/A0.018%
2/12/2026Front Row Advisors LLC2,419$238K0.1%-8.5%0.015%
2/12/2026Burke & Herbert Bank & Trust Co.3,331$327K0.1%-38.8%0.020%
2/12/2026 Commonwealth Equity Services LLC37,276$3.66M0.0%-5.5%0.225%
2/12/2026 IFC & Insurance Marketing Inc.1,097$108K0.1%N/A0.007%
2/12/2026 Elevation Point Wealth Partners LLC25,895$2.54M0.1%+68.7%0.156%
2/12/2026Steward Partners Investment Advisory LLC644$63K0.0%-40.9%0.004%
2/12/2026Bank of Montreal Can18,399$1.81M0.0%-4.4%0.111%
2/11/2026Dorsey & Whitney Trust CO LLC3,000$295K0.0%N/A0.018%
2/11/2026GW&K Investment Management LLC750$74K0.0%N/A0.005%
2/11/2026Cerity Partners LLC16,828$1.65M0.0%-6.8%0.102%
2/11/2026LPL Financial LLC439,980$43.22M0.0%+37.8%2.657%
2/11/2026JPMorgan Chase & Co.42,027$4.13M0.0%-93.8%0.254%
2/10/2026Keewaydin Investments LLC1,950$192K0.1%N/A0.012%
2/10/2026Transatlantique Private Wealth LLC28,309$2.78M0.9%+529.1%0.171%
2/10/2026Goldman Sachs Group Inc.57,531$5.65M0.0%-5.7%0.347%
2/10/2026Frederick Financial Consultants LLC105,575$10.37M5.7%+3.1%0.638%
2/10/2026DT Investment Partners LLC70,900$6.97M0.6%+1.2%0.428%
2/10/2026BNP Paribas Financial Markets69,857$6.86M0.0%-0.6%0.422%
2/10/2026Northwestern Mutual Wealth Management Co.145,854$14.33M0.0%-49.5%0.881%
2/10/2026 Savant Capital LLC10,064$989K0.0%-5.6%0.061%
2/10/2026Newport Capital Group LLC1,568$154K0.1%-40.0%0.009%
2/9/2026Clearstead Advisors LLC37,616$3.70M0.0%-52.0%0.227%
2/6/2026Global Retirement Partners LLC2,225$219K0.0%+5.4%0.013%
2/6/2026PNC Financial Services Group Inc.21,497$2.11M0.0%-6.8%0.130%
2/6/2026HighTower Advisors LLC34,295$3.37M0.0%+201.0%0.207%
2/5/2026Allworth Financial LP499$49K0.0%+692.1%0.003%
2/4/2026Ameritas Advisory Services LLC2,087$205K0.0%+34.1%0.013%
2/4/2026Mason Street Advisors LLC366,555$36.01M3.5%+3.0%2.213%
2/4/2026 Midwest Trust Co6,805$668K0.0%+70.2%0.041%
2/3/2026 SBI Securities Co. Ltd.16,636$1.63M0.0%-7.9%0.100%
2/3/2026 Falcon Wealth Planning30,207$2.97M0.2%-4.1%0.182%
2/3/2026American Financial Advisors LLC15,325$1.51M0.2%-13.3%0.093%
2/2/2026 Truist Financial Corp223,815$21.99M0.0%-1.7%1.352%
1/30/2026 Citizens Financial Group Inc. RI41,588$4.09M0.1%-10.0%0.251%
1/30/2026Laurel Wealth Advisors LLC447$44K0.0%N/A0.003%
1/30/2026 FSA Wealth Partners Inc.2,078$204K0.1%N/A0.013%
1/30/2026 Ares Financial Consulting LLC570$56K0.1%N/A0.003%
1/29/2026Comerica Bank3,315$326K0.0%+5.5%0.020%
1/29/2026Atlas Legacy Advisors LLC3,512$345K0.1%N/A0.021%
1/29/2026Simon Quick Advisors LLC7,258$713K0.0%+4.6%0.043%
1/29/2026UBS Group AG216,863$21.30M0.0%-2.4%1.289%
1/28/2026Geneos Wealth Management Inc.60,055$5.90M0.1%+2.8%0.357%
1/28/2026Omega Financial Group LLC14,542$1.43M0.5%-2.6%0.086%
1/28/2026M&T Bank Corp14,464$1.42M0.0%-1.9%0.086%
1/27/2026Evergreen Capital Management LLC100,114$9.83M0.2%+4.1%0.595%
1/26/2026 Phillips Financial Management LLC20,761$2.04M0.1%-1.0%0.123%
1/26/2026 Merit Financial Group LLC3,405$335K0.0%-15.3%0.020%
1/26/2026 Whittier Trust Co. of Nevada Inc.4,430$440K0.0%+83.4%0.026%
1/26/2026Grand Wealth Management LLC520$51K0.0%N/A0.003%
1/26/2026CWM LLC323$32K0.0%+119.7%0.002%
1/23/2026 Farther Finance Advisors LLC4,764$468K0.0%+18,223.1%0.028%
1/23/2026 Patton Fund Management Inc.118,359$11.63M1.6%-2.2%0.700%


RWR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RWR shares?

During the previous two years, 261 institutional investors and hedge funds held shares of SPDR Dow Jones REIT ETF. The most heavily invested institutionals were Northern Trust Corp ($247.70M), Charles Schwab Investment Management Inc. ($216.43M), Wells Fargo & Company MN ($43.50M), LPL Financial LLC ($43.22M), Millennium Management LLC ($42.54M), Mason Street Advisors LLC ($36.01M), and Envestnet Asset Management Inc. ($28.36M).Learn more on SPDR Dow Jones REIT ETF's institutional investors.

Which institutional investors have been buying SPDR Dow Jones REIT ETF's stock?

Of the 201 institutional investors that purchased SPDR Dow Jones REIT ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($732.52K), Northern Trust Corp ($343.37K), Millennium Management LLC ($203.48K), Assetmark Inc. ($172.03K), Envestnet Asset Management Inc. ($171.90K), Envestnet Portfolio Solutions Inc. ($149.53K), and BNP Paribas Financial Markets ($145.96K).

How much institutional buying is happening at SPDR Dow Jones REIT ETF?

Institutional investors have bought a total of 2,392,369 shares in the last 24 months. This purchase volume represents approximately $234.33M in transactions.

Which of SPDR Dow Jones REIT ETF's major shareholders have been selling company stock?

Of the 100 institutional investors that sold SPDR Dow Jones REIT ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($642.79K), Charles Schwab Investment Management Inc. ($595.68K), Northwestern Mutual Wealth Management Co. ($592.89K), Northern Trust Corp ($360.12K), Assetmark Inc. ($168.79K), Envestnet Asset Management Inc. ($140.77K), and Envestnet Portfolio Solutions Inc. ($134.81K).

How much institutional selling is happening at SPDR Dow Jones REIT ETF?

Institutional investors have sold a total of 3,203,866 shares in the last 24 months. This volume of shares sold represents approximately $317.77M in transactions.


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This page (NYSEARCA:RWR) was last updated on 5/5/2026 by MarketBeat.com Staff.
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