SS SPDR Dow Jones REIT ETFRWRETF
13F holders, Q4 2024 (December 31)261holders +5
23new positions
26sold out
2famous investors
$98.77avg. 13F price*
At the end of Q4 2024, 261 institutions reported holding SS SPDR Dow Jones REIT ETF (RWR) in their 13F filings, up 5 from Q3 2024. 23 opened new positions and 26 sold out. The largest holders were Northern Trust Corp. ($312.3M), Charles Schwab Investment Management Inc. ($250.0M) and Northwestern Mutual Wealth Management Co. ($73.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR Dow Jones REIT ETF
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78464A607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $37.5M |
| Exits | 26 | $41.0M |
All 13F filers, Q3 2024 → Q4 2024: 1,525,955 shares bought and 1,218,657 shares sold, net +307,298 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 261 holders
| Northern Trust Corp. | 0.04% | Add +10.1% | 3,159,122 | $312.3M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +28.9% | 2,528,333 | $250.0M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -1.1% | 738,742 | $73.0M |
| Wells Fargo & Company | 0.01% | Reduce -1.4% | 505,309 | $50.0M |
| BlackRock, Inc. | 0.00% | Add +18.5% | 353,079 | $34.9M |
| Morgan Stanley | 0.00% | Reduce -62.5% | 348,635 | $34.5M |
| Mason Street Advisors, LLC | 4.10% | Reduce -5.0% | 320,500 | $31.7M |
| Bank of America Corp. | 0.00% | Reduce -0.2% | 297,815 | $29.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.3% | 297,369 | $29.4M |
| Ameriprise Financial Inc. | 0.01% | Add +17.5% | 278,217 | $26.6M |
| Truist Financial Corp. | 0.04% | Add +4.2% | 235,919 | $23.3M |
| LPL Financial LLC | 0.01% | Reduce -12.2% | 201,753 | $19.9M |
| UBS Group AG | 0.00% | Add +3.0% | 201,590 | $19.9M |
| Patton Fund Management, Inc. | 2.52% | Reduce -2.6% | 130,261 | $12.9M |
| Christian Investment Advisors, Inc. | 8.65% | — | 121,045 | $12.0M |
| Private Advisor Group, LLC | 0.07% | Add +1.8% | 119,247 | $11.8M |
| Piedmont Capital Management, LLC | 6.58% | Add +0.8% | 111,512 | $10.9M |
| Creative Planning | 0.01% | Add +8.8% | 109,556 | $10.8M |
| New Harbor Financial Group, LLC | 3.15% | New | 106,832 | $10.6M |
| Fiduciary Family Office, LLC | 3.15% | New | 106,832 | $10.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.8% | 83,307 | $8.2M |
| Stratos Wealth Partners, LTD. | 0.10% | Reduce -7.8% | 73,954 | $7.3M |
| MML Investors Services, LLC | 0.02% | Add +3.7% | 72,615 | $7.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -59.0% | 70,155 | $6.9M |
| Quadrature Capital Ltd | 0.13% | New | 68,062 | $6.7M |
| DT Investment Partners, LLC | 0.53% | Add +8.9% | 63,139 | $6.2M |
| Redhawk Wealth Advisors, Inc. | 0.83% | Add +3.6% | 61,914 | $6.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +20.3% | 58,811 | $5.8M |
| Citizens Financial Group Inc. | 0.11% | Add +1.1% | 55,193 | $5.5M |
| Raymond James Financial Inc. | 0.00% | — | 50,576 | $5.0M |
| Adams Wealth Management | 0.93% | Add +39.7% | 49,442 | $4.9M |
| CacheTech Inc. | 0.92% | Add +39.7% | 49,442 | $4.9M |
| Susquehanna International Group, LLP | 0.01% | Add +113.3% | 46,593 | $4.6M |
| Clearstead Advisors, LLC | 0.07% | Reduce -0.8% | 45,032 | $4.5M |
| Evergreen Capital Management LLC | 0.14% | Add +5.3% | 43,835 | $4.3M |
| Falcon Wealth Planning | 0.45% | Reduce -0.1% | 40,730 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -13.6% | 37,102 | $3.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.3% | 36,515 | $3.6M |
| Rebalance, LLC | 0.26% | Add +0.9% | 34,915 | $3.5M |
| Citadel Advisors | 0.00% | Add +35.3% | 32,907 | $3.3M |
| Bank of Montreal | 0.00% | Add +96.8% | 31,050 | $3.1M |
| Strategic Investment Management, LLC | 1.04% | New | 30,445 | $3.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.3% | 29,682 | $2.9M |
| Smith, Moore & Co. | 0.26% | Add +0.1% | 28,374 | $2.8M |
| Assetmark, Inc. | 0.01% | Reduce -0.8% | 26,858 | $2.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.3% | 26,824 | $2.7M |
| Royal Bank of Canada | 0.00% | Reduce -0.2% | 26,687 | $2.6M |
| Geneos Wealth Management Inc. | 0.09% | Add +3.5% | 24,972 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.4% | 24,384 | $2.4M |
| Phillips Financial Management, LLC | 0.18% | Reduce -5.6% | 22,662 | $2.2M |
| Trilogy Capital Inc. | 0.11% | Add +0.2% | 22,395 | $2.2M |
| American Financial Advisors, LLC | 0.28% | Reduce -6.4% | 20,169 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.2% | 19,047 | $1.9M |
| City Holding Co. | 0.25% | No change | 17,875 | $1.8M |
| Smallwood Wealth Investment Management, LLC | 1.19% | Add +56.7% | 17,494 | $1.7M |
| Cerity Partners LLC | 0.00% | Add +4.1% | 17,372 | $1.7M |
| Bank of New York Mellon Corp | 0.00% | Add +14.8% | 16,868 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | New | 16,303 | $1.6M |
| Frederick Financial Consultants, LLC | 1.27% | — | 16,118 | $1.6M |
| Omega Financial Group, LLC | 0.59% | Reduce -5.8% | 15,765 | $1.6M |
| SBI Securities Co., Ltd. | 0.05% | — | 15,644 | $1.5M |
| M&T Bank Corp | 0.00% | No change | 14,750 | $1.5M |
| Snowden Capital Advisors LLC | 0.05% | Add +1.4% | 14,560 | $1.4M |
| Moller Wealth Partners | 0.37% | No change | 14,204 | $1.4M |
| Avion Wealth | 0.35% | Reduce -6.6% | 13,964 | $1.4M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -7.1% | 13,363 | $1.3M |
| Osborne Partners Capital Management, LLC | 0.07% | Reduce -5.9% | 12,542 | $1.2M |
| Destiny Capital Corp | 0.73% | Reduce -1.4% | 12,197 | $1.2M |
| Atlas Brown,Inc. | 0.41% | Reduce -2.3% | 12,164 | $1.2M |
| Davidson Trust Co. | 0.61% | No change | 11,999 | $1.2M |
| Park Avenue Securities LLC | 0.01% | New | 10,979 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +13.5% | 10,610 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +194.9% | 10,506 | $1.0M |
| Valmark Advisers, Inc. | 0.02% | Add +5.5% | 10,498 | $1.0M |
| Bray Capital Advisors | 0.28% | Reduce -1.0% | 10,466 | $1.0M |
| Savant Capital, LLC | 0.01% | Reduce -2.5% | 10,384 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Add +4.1% | 10,368 | $1.0M |
| Mariner, LLC | 0.00% | Add +5.1% | 10,337 | $1.0M |
| Silver Oak Securities, Incorporated | 0.09% | New | 9,781 | $957K |
| US Bancorp \de | 0.00% | Add +3.1% | 9,466 | $936K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -29.6% | 9,350 | $924K |
| Brown Advisory Inc. | 0.00% | Add +3.0% | 9,348 | $924K |
| Cetera Investment Advisers | 0.00% | Add +0.4% | 9,090 | $899K |
| Gibson Capital, LLC | 0.18% | No change | 8,995 | $889K |
| Focus Partners Wealth | 0.00% | Add +71.7% | 8,839 | $874K |
| NewEdge Advisors, LLC | 0.01% | Add +0.4% | 8,776 | $868K |
| Corient Private Wealth LP | 0.00% | Add +2.3% | 8,682 | $858K |
| Comerica Bank | 0.00% | Reduce -2.0% | 8,623 | $853K |
| Glenmede Trust Co. NA | 0.00% | No change | 7,812 | $772K |
| Synovus Financial Corp. | 0.01% | Reduce -51.8% | 6,995 | $692K |
| Camelot Technology Advisors, Inc. | 0.61% | Add +1.1% | 6,833 | $675K |
| Canal Capital Management, LLC | 0.11% | New | 6,605 | $653K |
| Lido Advisors, LLC | 0.00% | Add +0.0% | 6,429 | $636K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.1% | 6,375 | $630K |
| Cohen & Steers, Inc. | 0.00% | Add +5407.8% | 6,334 | $626K |
| Clientfirst Wealth Management, LLC | 0.63% | — | 6,252 | $618K |
| Key Financial Inc | 0.14% | No change | 6,230 | $616K |
| Financial Advocates Investment Management | 0.03% | New | 6,011 | $594K |
| Awm Capital, LLC | 0.07% | No change | 5,970 | $590K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.2% | 5,915 | $576K |
| Kohmann Bosshard Financial Services, LLC | 0.07% | Reduce -5.9% | 5,755 | $569K |
| Burke & Herbert Bank & Trust Co. | 0.13% | No change | 5,571 | $551K |
| Financial Counselors Inc. | 0.01% | Add +80.1% | 5,562 | $550K |
| Strategic Financial Partners, Ltd. | 0.28% | Reduce -0.0% | 5,513 | $545K |
| Exencial Wealth Advisors, LLC | 0.02% | No change | 5,070 | $501K |
| KMG Fiduciary Partners, LLC | 0.04% | Add +0.1% | 4,932 | $488K |
| Greenleaf Trust | 0.00% | No change | 4,827 | $477K |
| Urban Financial Advisory Corp | 0.26% | Add +1.4% | 4,814 | $476K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +1.7% | 4,804 | $475K |
| First American Trust, FSB | 0.05% | No change | 4,775 | $472K |
| Stifel Financial Corp. | 0.00% | Reduce -4.2% | 4,681 | $463K |
| Transatlantique Private Wealth LLC | 0.17% | No change | 4,500 | $445K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -11.8% | 4,480 | $443K |
| ARK & TLK Investments, LLC | 0.15% | No change | 4,472 | $442K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -8.9% | 4,452 | $440K |
| Franklin Resources Inc. | 0.00% | Reduce -15.6% | 4,448 | $440K |
| Ameritas Advisory Services, LLC | 0.02% | Add +5.1% | 4,424 | $437K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 4,363 | $431K |
| Merit Financial Group, LLC | 0.01% | Reduce -1.0% | 4,183 | $414K |
| New Hampshire Trust | 0.09% | New | 4,157 | $411K |
| Lion Street Advisors, LLC | 0.13% | Reduce -28.0% | 4,102 | $406K |
| Renaissance Technologies | 0.00% | Reduce -68.2% | 4,100 | $405K |
| Forum Financial Management, LP | 0.01% | No change | 4,032 | $399K |
| Baird Financial Group, Inc. | 0.00% | Add +1.0% | 3,997 | $395K |
| Equitable Holdings, Inc. | 0.00% | Reduce -86.8% | 3,929 | $388K |
| IFP Advisors, Inc | 0.01% | Add +3.0% | 3,925 | $388K |
| Moisand Fitzgerald Tamayo, LLC | 0.05% | Reduce -0.3% | 3,797 | $375K |
| FMR LLC | 0.00% | Add +97.4% | 3,770 | $373K |
| RTD Financial Advisors, Inc. | 0.04% | Reduce -68.3% | 3,406 | $337K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.4% | 3,441 | $335K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.5% | 3,353 | $331K |
| Tempus Wealth Planning, LLC | 0.10% | Reduce -0.7% | 3,317 | $328K |
| Lee Financial Co | 0.05% | Add +11.5% | 3,280 | $324K |
| Deutsche Bank AG | 0.00% | No change | 3,200 | $316K |
| Janney Montgomery Scott LLC | 0.00% | No change | 3,159 | $312K |
| Beacon Financial Group | 0.03% | No change | 3,131 | $310K |
| BluePointe Capital Management, LLC | 0.18% | No change | 3,111 | $308K |
| Integrated Advisors Network LLC | 0.01% | Add +0.0% | 3,047 | $301K |
| Aspiriant, LLC | 0.01% | No change | 3,035 | $300K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 2,994 | $296K |
| Wealthspire Advisors, LLC | 0.00% | Add +1.6% | 2,983 | $295K |
| Front Row Advisors LLC | 0.09% | Reduce -6.2% | 2,744 | $271K |
| Newport Capital Group, LLC | 0.20% | Add +0.2% | 2,695 | $267K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +20.8% | 2,667 | $264K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 2,624 | $259K |
| F/m Investments LLC | 0.01% | New | 2,611 | $258K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -16.3% | 2,607 | $258K |
| SouthState Bank Corp | 0.02% | No change | 2,598 | $257K |
| NTV Asset Management LLC | 0.03% | Reduce -48.7% | 2,585 | $256K |
| Compass Ion Advisors, LLC | 0.03% | Add +0.1% | 2,570 | $254K |
| Curran Financial Partners, LLC | 0.07% | Add +0.6% | 2,531 | $250K |
| Marshall Financial Group Inc. | 0.08% | Add +0.2% | 2,529 | $250K |
| IFG Advisory, LLC | 0.01% | New | 2,527 | $250K |
| Bensler, LLC | 0.03% | Reduce -7.4% | 2,504 | $248K |
| Austin Private Wealth, LLC | 0.02% | Add +1.2% | 2,482 | $245K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 2,469 | $244K |
| Pictet Asset Management Holding SA | 0.00% | No change | 2,400 | $237K |
| Eagle Strategies LLC | 0.04% | Reduce -14.3% | 2,328 | $230K |
| Principal Financial Group Inc. | 0.00% | New | 2,274 | $225K |
| Marcum Wealth, LLC | 0.02% | New | 2,252 | $223K |
| Rossmore Private Capital | 0.03% | No change | 2,245 | $222K |
| Eastern Bank | 0.00% | No change | 2,225 | $220K |
| Collaborative Wealth Managment Inc. | 0.10% | No change | 2,188 | $216K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -40.8% | 2,144 | $212K |
| Tiaa Trust, National Association | 0.00% | Reduce -3.9% | 2,127 | $210K |
| Fsa Wealth Partners, Inc. | 0.05% | Reduce -3.6% | 2,080 | $206K |
| BLB&B Advisors, LLC | 0.01% | No change | 2,072 | $205K |
| Venturi Wealth Management, LLC | 0.01% | No change | 1,900 | $188K |
| Bokf, NA | 0.00% | Reduce -6.7% | 1,959 | $186K |
| Sachetta, LLC | 0.07% | Reduce -3.8% | 1,816 | $180K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,789 | $177K |
| Bristlecone Advisors, LLC | 0.01% | No change | 1,762 | $174K |
| First PREMIER Bank | 0.04% | No change | 1,666 | $165K |
| Strengthening Families & Communities, LLC | 0.09% | Add +1.5% | 1,644 | $162K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,540 | $152K |
| MAI Capital Management | 0.00% | New | 1,449 | $143K |
| Private Trust Co. NA | 0.01% | Reduce -1.3% | 1,423 | $141K |
| MTM Investment Management, LLC | 0.05% | No change | 1,292 | $128K |
| Principal Securities, Inc. | 0.00% | Add +65.3% | 1,230 | $122K |
| Global Retirement Partners, LLC | 0.00% | Add +18.5% | 1,134 | $112K |
| Bellwether Advisors, LLC | 0.02% | New | 1,109 | $110K |
| Richardson Financial Services Inc. | 0.07% | Reduce -5.2% | 1,020 | $100K |
| TD Private Client Wealth LLC | 0.00% | No change | 991 | $98K |
| Bessemer Group Inc. | 0.00% | No change | 930 | $92K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 825 | $82K |
| Coston, McIsaac & Partners | 0.02% | No change | 813 | $80K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 800 | $79K |
| Citigroup Inc. | 0.00% | Reduce -43.3% | 725 | $72K |
| Medallion Wealth Advisors, LLC | 0.04% | — | 723 | $72K |
| Vermillion Wealth Management, Inc. | 0.03% | — | 617 | $61K |
| Evermay Wealth Management LLC | 0.01% | No change | 601 | $59K |
| Harbour Investments, Inc. | 0.00% | Reduce -17.7% | 577 | $57K |
| Jones Financial Companies LLLP | 0.00% | Add +202.9% | 518 | $51K |
| Laurel Wealth Advisors LLC | 0.01% | Reduce -17.6% | 467 | $46K |
| Gen-Wealth Partners Inc | 0.02% | No change | 445 | $44K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 444 | $44K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 430 | $43K |
| AE Wealth Management LLC | 0.00% | New | 371 | $37K |
| Ancora Advisors LLC | 0.00% | No change | 358 | $35K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 345 | $34K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -0.3% | 341 | $34K |
| Blair William & Co. | 0.00% | Reduce -53.5% | 325 | $32K |
| Redwood Park Advisors LLC | 0.03% | — | 300 | $30K |
| Synergy Investment Management, LLC | 0.01% | — | 291 | $29K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 261 | $26K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 256 | $25K |
| Spire Wealth Management | 0.00% | No change | 252 | $25K |
| CoreCap Advisors, LLC | 0.00% | No change | 240 | $24K |
| IAG Wealth Partners, LLC | 0.00% | No change | 207 | $20K |
| Matrix Private Capital Group LLC | 0.01% | No change | 200 | $20K |
| Headlands Technologies LLC | 0.00% | New | 200 | $20K |
| Consultiva Wealth Management, Corp. | 0.09% | New | 172 | $17K |
| Johnson Financial Group, Inc. | 0.00% | No change | 165 | $16K |
| Founders Financial Alliance, LLC | 0.00% | No change | 155 | $15K |
| Rialto Wealth Management, LLC | 0.00% | — | 150 | $15K |
| McIlrath & Eck, LLC | 0.00% | No change | 150 | $15K |
| Caldwell Trust Co | 0.00% | No change | 150 | $15K |
| Motco | 0.00% | No change | 137 | $14K |
| Raleigh Capital Management Inc. | 0.01% | Add +14.7% | 133 | $13K |
| Grove Bank & Trust | 0.00% | No change | 126 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 118 | $12K |
| Pflug Koory, LLC | 0.00% | No change | 117 | $12K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 115 | $11K |
| Larson Financial Group LLC | 0.00% | Add +0.9% | 114 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 110 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Add +217.7% | 108 | $11K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 105 | $10K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 100 | $10K |
| LGT Financial Advisors LLC | 0.02% | Add +2.0% | 101 | $10K |
| Sandy Spring Bank | 0.00% | No change | 99 | $10K |
| Financial Perspectives, Inc | 0.00% | No change | 90 | $9K |
| Avior Wealth Management, LLC | 0.00% | Add +1.2% | 85 | $8K |
| Cwm, LLC | 0.00% | Add +61.7% | 76 | $8K |
| EPG Wealth Management LLC | 0.00% | No change | 80 | $8K |
| Copia Wealth Management | 0.01% | — | 79 | $8K |
| Mather Group, Llc. | 0.00% | No change | 78 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Add +2466.7% | 77 | $8K |
| Crews Bank & Trust | 0.00% | — | 75 | $7K |
| Allworth Financial LP | 0.00% | Add +11.1% | 70 | $7K |
| FSA Wealth Management LLC | 0.00% | No change | 64 | $6K |
| Parkside Financial Bank & Trust | 0.00% | No change | 60 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 44 | $4K |
| Investors Research Corp | 0.00% | Add +7.3% | 44 | $4K |
| REAP Financial Group, LLC | 0.00% | Reduce -29.8% | 40 | $4K |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +6.7% | 32 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 31 | $3K |
| Manchester Capital Management LLC | 0.00% | No change | 30 | $3K |
| Mainstream Capital Management LLC | 0.00% | New | 26 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 16 | $2K |
| Kiker Wealth Management, LLC | 0.00% | — | 14 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 13 | $1K |
| High Note Wealth, LLC | 0.00% | New | 10 | $989 |
| Kestra Investment Management, LLC | 0.00% | New | 8 | $791 |
| Frazier Financial Advisors, LLC | 0.00% | Add +33.3% | 8 | $754 |
| Mascoma Wealth Management LLC | 0.00% | No change | 5 | $494 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 3 | $297 |
| Lanark Financial, Inc. | 0.02% | — | 2 | $211 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $198 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 2 | $198 |
| Natixis | 0.00% | No change | 1 | $99 |
| Global Financial Private Client, LLC | 0.00% | No change | 1 | $99 |
"% of holder's portfolio" is RWR's weight in each manager's 13F, not the share of SS SPDR Dow Jones REIT ETF the manager owns.