RWR Institutional Ownership & Shareholders
SPDR DOW JONES REIT ETF (RWR) is currently held by 282 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.28B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $256.36M, representing an estimated loss of -4.02% 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
282
Total Reported Value
$1.28B
Largest Holder
Northern Trust Corp
Largest Position
$267.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
Funds Exiting Positions
1
| 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 | $256,357,146 | -$10,733,758 | -4.02% | |
| Charles Schwab Investment Management Inc | 0.04% | 2,352,000 | $265,705,440 | $255,027,360 | -$10,678,080 | -4.02% | |
| Lpl Financial Llc | 0.01% | 485,751 | $54,875,284 | $52,669,981 | -$2,205,303 | -4.02% | |
| Mason Street Advisors, Llc | 4.61% | 453,255 | $51,204,217 | $49,146,440 | -$2,057,777 | -4.02% | |
| Wells Fargo & Company/Mn | 0.01% | 449,175 | $50,743,345 | $48,704,045 | -$2,039,300 | -4.02% | |
| Morgan Stanley | 0.00% | 357,038 | $40,334,709 | $38,713,630 | -$1,621,079 | -4.02% | |
| Envestnet Asset Management Inc | 0.01% | 340,210 | $38,433,484 | $36,888,970 | -$1,544,514 | -4.02% | |
| Truist Financial Corp | 0.04% | 346,386 | $36,342,811 | $37,558,634 | +$1,215,823 | +3.35% | |
| Jpmorgan Chase & Co | 0.00% | 295,260 | $33,869,276 | $32,015,042 | -$1,854,234 | -5.47% | |
| Bank Of America Corp | 0.00% | 285,236 | $32,223,089 | $30,928,139 | -$1,294,950 | -4.02% | |
| Ubs Group Ag | 0.00% | 275,552 | $31,129,109 | $29,878,103 | -$1,251,006 | -4.02% | |
| Mcmill Wealth Management | 6.48% | 307,264 | $27,002,353 | $33,316,636 | +$6,314,283 | +23.38% | |
| Ameriprise Financial Inc | 0.01% | 220,354 | $26,000,448 | $23,892,984 | -$2,107,464 | -8.11% | |
| Blackrock, Inc. | 0.00% | 217,830 | $24,608,255 | $23,619,307 | -$988,948 | -4.02% | |
| Private Advisor Group, Llc | 0.07% | 141,935 | $16,034,435 | $15,390,012 | -$644,423 | -4.02% | |
| Evergreen Capital Management Llc | 0.23% | 123,086 | $12,914,182 | $13,346,215 | +$432,033 | +3.35% | |
| Frederick Financial Consultants, Llc | 5.00% | 113,489 | $11,907,266 | $12,305,612 | +$398,346 | +3.35% | |
| Patton Fund Management, Inc. | 2.77% | 102,720 | $10,777,382 | $11,137,930 | +$360,548 | +3.35% | |
| Capital Advisors Inc/Ok | 0.16% | 93,985 | $10,617,537 | $10,190,794 | -$426,743 | -4.02% | |
| Piedmont Capital Management, Llc | 5.33% | 92,691 | $10,548,700 | $10,050,485 | -$498,215 | -4.72% | |
| Creative Planning | 0.01% | 91,103 | $9,558,557 | $9,878,298 | +$319,741 | +3.35% | |
| Royal Bank Of Canada | 0.00% | 84,493 | $9,545,000 | $9,161,576 | -$383,424 | -4.02% | |
| St. Clair Advisors, Llc | 2.24% | 85,995 | $9,022,618 | $9,324,438 | +$301,820 | +3.35% | |
| Dt Investment Partners, Llc | 0.56% | 73,696 | $7,732,233 | $7,990,857 | +$258,624 | +3.34% | |
| Geneos Wealth Management Inc. | 0.15% | 64,335 | $7,267,870 | $6,975,844 | -$292,026 | -4.02% | |
| Alexis Investment Partners, Llc | 4.25% | 63,340 | $7,265,731 | $6,867,956 | -$397,775 | -5.47% | |
| Mml Investors Services, Llc | 0.01% | 48,089 | $5,432,619 | $5,214,290 | -$218,329 | -4.02% | |
| Wealthspire Retirement, Llc | 0.27% | 42,286 | $4,833,804 | $4,585,071 | -$248,733 | -5.15% | |
| D. E. Shaw & Co., Inc. | 0.00% | 40,496 | $4,574,833 | $4,390,981 | -$183,852 | -4.02% | |
| Susquehanna International Group, Llp | 0.00% | 39,687 | $4,483,440 | $4,303,261 | -$180,179 | -4.02% | |
| Tower Research Capital Llc (Trc) | 0.11% | 39,073 | $4,414,077 | $4,236,685 | -$177,392 | -4.02% | |
| Goldman Sachs Group Inc | 0.00% | 38,342 | $4,331,496 | $4,157,423 | -$174,073 | -4.02% | |
| Adams Wealth Management | 0.82% | 37,950 | $4,287,211 | $4,114,919 | -$172,292 | -4.02% | |
| Cachetech Inc. | 0.69% | 37,950 | $4,287,211 | $4,114,919 | -$172,292 | -4.02% | |
| Clearstead Advisors, Llc | 0.04% | 37,616 | $4,249,480 | $4,078,703 | -$170,777 | -4.02% | |
| Raymond James Financial Inc | 0.00% | 37,025 | $4,182,769 | $4,014,621 | -$168,148 | -4.02% | |
| Citizens Financial Group Inc/Ri | 0.05% | 37,759 | $3,961,665 | $4,094,208 | +$132,543 | +3.35% | |
| Proficio Capital Partners Llc | 0.14% | 33,275 | $3,759,077 | $3,608,008 | -$151,069 | -4.02% | |
| Kestra Advisory Services, Llc | 0.01% | 34,954 | $3,667,370 | $3,790,062 | +$122,692 | +3.35% | |
| Falcon Wealth Planning | 0.21% | 29,804 | $3,366,948 | $3,231,648 | -$135,300 | -4.02% | |
| Smith, Moore & Co. | 0.22% | 29,387 | $3,319,849 | $3,186,432 | -$133,417 | -4.02% | |
| Mercer Global Advisors Inc | 0.00% | 27,621 | $3,120,350 | $2,994,945 | -$125,405 | -4.02% | |
| Flow Traders U.S. Llc | 0.13% | 27,382 | $3,093,000 | $2,969,030 | -$123,970 | -4.01% | |
| Commonwealth Equity Services, Llc | 0.00% | 28,601 | $3,000,858 | $3,101,206 | +$100,348 | +3.34% | |
| Cerity Partners Llc | 0.00% | 26,242 | $2,964,548 | $2,845,420 | -$119,128 | -4.02% | |
| Savant Capital, Llc | 0.01% | 25,245 | $2,735,858 | $2,737,315 | +$1,457 | +0.05% | |
| City Holding Co | 0.30% | 25,260 | $2,650,277 | $2,738,942 | +$88,665 | +3.35% | |
| Rebalance, Llc | 0.13% | 24,951 | $2,617,875 | $2,705,437 | +$87,562 | +3.34% | |
| Osaic Holdings, Inc. | 0.00% | 22,995 | $2,600,198 | $2,493,348 | -$106,850 | -4.11% | |
| Pathstone Holdings, Llc | 0.01% | 23,177 | $2,340,182 | $2,513,082 | +$172,900 | +7.39% |
Frequently asked questions about RWR
Who are the largest institutional holders of RWR?
The largest institutional holders of RWR reported in the latest SEC Form 13F filings include Northern Trust Corp, Charles Schwab Investment Management Inc, Lpl Financial Llc, Mason Street Advisors, Llc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported RWR position.
What is RWR institutional ownership?
This page tracks RWR positions reported by institutional investment managers through SEC Form 13F. SPDR DOW JONES REIT ETF (RWR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RWR?
InsiderSet currently tracks 282 institutional managers reporting RWR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RWR shareholders.
How much RWR stock do institutions own?
Institutional investment managers disclosed approximately $1.28B in RWR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RWR institutional ownership last updated?
The latest RWR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RWR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RWR position after the reporting date.
Are institutions buying or selling RWR?
Institutional buying and selling can be analyzed by comparing RWR positions across consecutive 13F reporting periods. InsiderSet's RWR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RWR ownership changes.
How has RWR institutional ownership changed over time?
InsiderSet tracks RWR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.