RWX Institutional Ownership & Shareholders

SPDR DR INTERNATIONAL RL EST (RWX) is currently held by 112 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $163.61M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Osborne Partners Capital Management, Llc is currently the largest disclosed institutional shareholder of RWX tracked by InsiderSet, reporting ownership valued at approximately $31.77M 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 $30.72M, representing an estimated loss of -3.30% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed RWX value among the investors covered in this analysis. Major shareholders include Osborne Partners Capital Management, Llc, State Street Corp, Northern Trust Corp, and several other long-term asset managers with concentrated positions in SPDR DR INTERNATIONAL RL EST (RWX).

This page ranks the largest institutional RWX 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

112

Total Reported Value

$163.61M

Largest Holder

Osborne Partners Capital Management, Llc

Largest Position

$31.77M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

139

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Osborne Partners Capital Management, Llc1.76%1,176,078$31,765,858$30,719,157-$1,046,701-3.30%
State Street Corp0.00%1,039,777$28,084,377$27,158,975-$925,402-3.30%
Northern Trust Corp0.00%721,445$19,486,230$18,844,143-$642,087-3.30%
Morgan Stanley0.00%644,208$17,400,082$16,826,713-$573,369-3.30%
Baker Avenue Asset Management, Lp0.20%399,021$10,777,570$10,422,429-$355,141-3.30%
Wells Fargo & Company/Mn0.00%217,939$5,886,528$5,692,567-$193,961-3.30%
Rpg Family Wealth Advisory, Llc1.05%215,288$5,814,931$5,623,323-$191,608-3.30%
Risk Paradigm Group, Llc4.48%211,331$5,708,052$5,519,966-$188,086-3.30%
Susquehanna International Group, Llp0.00%107,565$2,905,331$2,809,598-$95,733-3.30%
Ubs Group Ag0.00%100,515$2,714,911$2,625,452-$89,459-3.30%
Idaho Trust Co0.77%97,025$2,619,675$2,534,293-$85,382-3.26%
Sachem Hill Llc0.45%101,725$2,580,760$2,657,057+$76,297+2.96%
Assetmark, Inc0.00%93,940$2,383,258$2,453,713+$70,455+2.96%
Awm Capital, Llc0.16%87,827$2,228,192$2,294,041+$65,849+2.96%
M&T Bank Corp0.01%68,850$1,832,608$1,798,362-$34,246-1.87%
Bank Of America Corp0.00%62,112$1,677,645$1,622,365-$55,280-3.30%
Kestra Advisory Services, Llc0.00%58,413$1,481,930$1,525,748+$43,818+2.96%
Ballentine Partners, Llc0.02%51,455$1,389,800$1,344,005-$45,795-3.30%
Bank Of Montreal0.00%41,934$1,132,637$1,095,316-$37,321-3.30%
Alti Global, Inc.0.02%40,427$1,091,933$1,055,953-$35,980-3.30%
Innova Wealth Partners0.41%41,333$1,048,631$1,079,618+$30,987+2.95%
Savant Capital, Llc0.00%39,009$1,045,686$1,018,915-$26,771-2.56%
Upper Left Wealth Management, Llc0.44%33,402$847,409$872,460+$25,051+2.96%
Royal Bank Of Canada0.00%29,396$794,000$767,824-$26,176-3.30%
Rockefeller Capital Management L.P.0.00%28,232$762,546$737,420-$25,126-3.30%
Aletheian Wealth Advisors Llc0.26%25,519$647,417$666,556+$19,139+2.96%
New England Private Wealth Advisors Llc0.06%24,968$633,448$652,164+$18,716+2.95%
Virtu Financial Llc0.02%21,673$585,000$566,099-$18,901-3.23%
Lpl Financial Llc0.00%20,305$548,441$530,367-$18,074-3.30%
Financial & Tax Architects, Llc0.09%16,623$421,726$434,193+$12,467+2.96%
Cetera Investment Advisers0.00%15,168$409,681$396,188-$13,493-3.29%
Fifth Third Bancorp0.00%14,724$397,692$384,591-$13,101-3.29%
Focus Partners Wealth0.00%12,394$334,768$323,731-$11,037-3.30%
Ameriprise Financial Inc0.00%11,910$321,689$311,089-$10,600-3.30%
Parallel Advisors, Llc0.00%12,565$318,774$328,198+$9,424+2.96%
Fairview Capital Investment Management, Llc0.02%11,660$314,936$304,559-$10,377-3.29%
Mission Wealth Management, Lp0.01%12,197$309,448$318,586+$9,138+2.95%
Sanctuary Advisors, Llc0.00%11,325$305,877$295,809-$10,068-3.29%
Bank Of New York Mellon Corp0.00%11,252$303,921$293,902-$10,019-3.30%
Mutual Advisors, Llc0.01%10,951$295,787$286,040-$9,747-3.30%
Aspiriant, Llc0.01%11,657$295,738$304,481+$8,743+2.96%
Valmark Advisers, Inc.0.00%10,678$288,413$278,909-$9,504-3.30%
Citadel Advisors Llc0.00%9,395$253,759$245,397-$8,362-3.30%
Empirical Financial Services, Llc D.B.A. Empirical Wealth Management0.00%9,828$249,337$256,707+$7,370+2.96%
Bank Of Nova Scotia0.00%9,180$247,952$239,782-$8,170-3.30%
Investment Advisory Group, Llc0.05%9,054$244,558$236,490-$8,068-3.30%
Mercer Global Advisors Inc0.00%8,959$241,983$234,009-$7,974-3.30%
Jane Street Group, Llc0.00%8,850$239,039$231,162-$7,877-3.30%
Wealth Enhancement Advisory Services, Llc0.00%9,391$234,869$245,293+$10,424+4.44%
Spire Wealth Management0.01%8,598$218,137$224,580+$6,443+2.95%
Showing 50 of 112

Frequently asked questions about RWX

  • Who are the largest institutional holders of RWX?

    The largest institutional holders of RWX reported in the latest SEC Form 13F filings include Osborne Partners Capital Management, Llc, State Street Corp, Northern Trust Corp, Morgan Stanley, and Baker Avenue Asset Management, Lp. InsiderSet ranks institutional holders by their latest reported RWX position.

  • What is RWX institutional ownership?

    This page tracks RWX positions reported by institutional investment managers through SEC Form 13F. SPDR DR INTERNATIONAL RL EST (RWX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own RWX?

    InsiderSet currently tracks 112 institutional managers reporting RWX 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 RWX shareholders.

  • How much RWX stock do institutions own?

    Institutional investment managers disclosed approximately $163.61M in RWX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was RWX institutional ownership last updated?

    The latest RWX 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 RWX 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 RWX position after the reporting date.

  • Are institutions buying or selling RWX?

    Institutional buying and selling can be analyzed by comparing RWX positions across consecutive 13F reporting periods. InsiderSet's RWX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RWX ownership changes.

  • How has RWX institutional ownership changed over time?

    InsiderSet tracks RWX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.