SPDR DOW JONES REIT ETF (RWR) Institutional Shareholders
SPDR DOW JONES REIT ETF (RWR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.27B in RWR holdings during the latest filing period.
Northern Trust Corp is currently the largest disclosed institutional shareholder of RWR tracked by InsiderSet, reporting ownership valued at approximately $267.09M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $256.62M, representing an estimated loss of -3.92% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed RWR value among the investors covered in this analysis. Major shareholders include Northern Trust Corp, Charles Schwab Investment Management Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in SPDR DOW JONES REIT ETF (RWR).
This page ranks the largest institutional RWR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
280
Total Reported Value
$1.27B
Largest Holder
Northern Trust Corp
Largest Position
$267.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Northern Trust Corp | 0.03% | 2,364,264 | $267,090,904 | $256,617,215 | -$10,473,689 | -3.92% | |
| Charles Schwab Investment Management Inc | 0.04% | 2,352,000 | $265,705,440 | $255,286,080 | -$10,419,360 | -3.92% | |
| Lpl Financial Llc | 0.01% | 485,751 | $54,875,284 | $52,723,414 | -$2,151,870 | -3.92% | |
| Mason Street Advisors, Llc | 4.61% | 453,255 | $51,204,217 | $49,196,298 | -$2,007,919 | -3.92% | |
| Wells Fargo & Company/Mn | 0.01% | 449,175 | $50,743,345 | $48,753,455 | -$1,989,891 | -3.92% | |
| Morgan Stanley | 0.00% | 357,038 | $40,334,709 | $38,752,905 | -$1,581,804 | -3.92% | |
| Envestnet Asset Management Inc | 0.01% | 340,210 | $38,433,484 | $36,926,393 | -$1,507,091 | -3.92% | |
| Jpmorgan Chase & Co | 0.00% | 295,260 | $33,869,276 | $32,047,520 | -$1,821,756 | -5.38% | |
| Bank Of America Corp | 0.00% | 285,236 | $32,223,089 | $30,959,515 | -$1,263,574 | -3.92% | |
| Ubs Group Ag | 0.00% | 275,552 | $31,129,109 | $29,908,414 | -$1,220,695 | -3.92% | |
| Mcmill Wealth Management | 6.48% | 307,264 | $27,002,353 | $33,350,435 | +$6,348,082 | +23.51% | |
| Ameriprise Financial Inc | 0.01% | 220,354 | $26,000,448 | $23,917,223 | -$2,083,225 | -8.01% | |
| Blackrock, Inc. | 0.00% | 217,830 | $24,608,255 | $23,643,268 | -$964,987 | -3.92% | |
| Truist Financial Corp | 0.03% | 215,885 | $24,388,552 | $23,432,158 | -$956,394 | -3.92% | |
| Private Advisor Group, Llc | 0.07% | 141,935 | $16,034,435 | $15,405,625 | -$628,810 | -3.92% | |
| Evergreen Capital Management Llc | 0.24% | 118,883 | $13,430,240 | $12,903,561 | -$526,679 | -3.92% | |
| Frederick Financial Consultants, Llc | 5.27% | 110,070 | $12,434,611 | $11,946,998 | -$487,613 | -3.92% | |
| Patton Fund Management, Inc. | 2.63% | 107,494 | $12,143,597 | $11,667,399 | -$476,198 | -3.92% | |
| Capital Advisors Inc/Ok | 0.16% | 93,985 | $10,617,537 | $10,201,132 | -$416,405 | -3.92% | |
| Piedmont Capital Management, Llc | 5.33% | 92,691 | $10,548,700 | $10,060,681 | -$488,019 | -4.63% | |
| St. Clair Advisors, Llc | 2.51% | 86,445 | $9,765,783 | $9,382,740 | -$383,043 | -3.92% | |
| Royal Bank Of Canada | 0.00% | 84,493 | $9,545,000 | $9,170,870 | -$374,130 | -3.92% | |
| Dt Investment Partners, Llc | 0.60% | 71,695 | $8,099,429 | $7,781,775 | -$317,654 | -3.92% | |
| Geneos Wealth Management Inc. | 0.15% | 64,335 | $7,267,870 | $6,982,921 | -$284,949 | -3.92% | |
| Alexis Investment Partners, Llc | 4.25% | 63,340 | $7,265,731 | $6,874,924 | -$390,807 | -5.38% | |
| Mml Investors Services, Llc | 0.01% | 48,089 | $5,432,619 | $5,219,580 | -$213,039 | -3.92% | |
| Wealthspire Retirement, Llc | 0.27% | 42,286 | $4,833,804 | $4,589,722 | -$244,082 | -5.05% | |
| Assetmark, Inc | 0.01% | 41,839 | $4,726,552 | $4,541,205 | -$185,347 | -3.92% | |
| Citizens Financial Group Inc/Ri | 0.06% | 40,941 | $4,625,134 | $4,443,736 | -$181,398 | -3.92% | |
| D. E. Shaw & Co., Inc. | 0.00% | 40,496 | $4,574,833 | $4,395,436 | -$179,397 | -3.92% | |
| Susquehanna International Group, Llp | 0.00% | 39,687 | $4,483,440 | $4,307,627 | -$175,813 | -3.92% | |
| Tower Research Capital Llc (Trc) | 0.11% | 39,073 | $4,414,077 | $4,240,983 | -$173,094 | -3.92% | |
| Goldman Sachs Group Inc | 0.00% | 38,342 | $4,331,496 | $4,161,641 | -$169,855 | -3.92% | |
| Adams Wealth Management | 0.82% | 37,950 | $4,287,211 | $4,119,093 | -$168,118 | -3.92% | |
| Cachetech Inc. | 0.69% | 37,950 | $4,287,211 | $4,119,093 | -$168,118 | -3.92% | |
| Clearstead Advisors, Llc | 0.04% | 37,616 | $4,249,480 | $4,082,841 | -$166,639 | -3.92% | |
| Kestra Advisory Services, Llc | 0.01% | 37,395 | $4,224,497 | $4,058,853 | -$165,644 | -3.92% | |
| Raymond James Financial Inc | 0.00% | 37,025 | $4,182,769 | $4,018,694 | -$164,076 | -3.92% | |
| Commonwealth Equity Services, Llc | 0.00% | 34,580 | $3,906,552 | $3,753,313 | -$153,239 | -3.92% | |
| Proficio Capital Partners Llc | 0.14% | 33,275 | $3,759,077 | $3,611,669 | -$147,409 | -3.92% | |
| Falcon Wealth Planning | 0.21% | 29,804 | $3,366,948 | $3,234,926 | -$132,022 | -3.92% | |
| Smith, Moore & Co. | 0.22% | 29,387 | $3,319,849 | $3,189,665 | -$130,184 | -3.92% | |
| Mercer Global Advisors Inc | 0.00% | 27,621 | $3,120,350 | $2,997,983 | -$122,367 | -3.92% | |
| Flow Traders U.S. Llc | 0.13% | 27,382 | $3,093,000 | $2,972,042 | -$120,958 | -3.91% | |
| Cerity Partners Llc | 0.00% | 26,242 | $2,964,548 | $2,848,307 | -$116,241 | -3.92% | |
| City Holding Co | 0.32% | 25,080 | $2,833,279 | $2,722,183 | -$111,096 | -3.92% | |
| Rebalance, Llc | 0.15% | 24,573 | $2,775,998 | $2,667,153 | -$108,845 | -3.92% | |
| Savant Capital, Llc | 0.01% | 25,245 | $2,735,858 | $2,740,092 | +$4,234 | +0.15% | |
| Osaic Holdings, Inc. | 0.00% | 22,995 | $2,600,198 | $2,495,877 | -$104,321 | -4.01% | |
| Pathstone Holdings, Llc | 0.01% | 23,177 | $2,340,182 | $2,515,632 | +$175,450 | +7.50% |
Frequently asked questions about RWR
Who owns the most RWR stock?
The largest holders of RWR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR DOW JONES REIT ETF (RWR).
Is RWR widely held by superinvestors?
Many widely followed stocks like RWR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RWR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.