RWR

SS SPDR Dow Jones REIT ETF$111.10 1.06%
UnclassifiedUSCUSIP 78464A607· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
73
+12 QoQ
13F Value (tracked)
$101.8M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)19 adding · 11 trimming
Insider net (180d)$0

Price & smart-money activity

$111.10 1.06%5Y +4.1%
$75.42$87.79$100.16$112.52$124.8920212022202320242025202627162120162423242123142621211923162221192221222120182519231626212027272224232721
Hover for who · click for detailEnd-of-day closing prices52w $95.17 – $111.90
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Use RWR data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns RWR

This stock page is the Follow view. The Build view lets your agent query RWR owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/RWR"
Ask your agent
Use Arkolith to show who owns RWR,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

73 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$18.0M
179K
−18%
Reduced · −40K sh
Q1 2026
2Private Advisor Group, LLC
$14.1M
140K
+1.8%
Added · +2K sh
Q1 2026
3EVERGREEN CAPITAL MANAGEMENT LLC
$10.8M
107K
+7.3%
Added · +7K sh
Q1 2026
4Geneos Wealth Management Inc.
$6.3M
62K
+3.8%
Added · +2K sh
Q1 2026
5MML INVESTORS SERVICES, LLC
$4.5M
45K
−4.7%
Reduced · −2K sh
Q1 2026
6Kestra Advisory Services, LLC
$4.4M
44K
+0.6%
Added · +248 sh
Q1 2026
7Wealthspire Retirement, LLC
$4.2M
42K
+9.8%
Added · +4K sh
Q1 2026
8CITIZENS FINANCIAL GROUP INC/RI
$4.2M
42K
+0.3%
Added · +149 sh
Q1 2026
9Clearstead Advisors, LLC
$3.8M
38K
Held
Q1 2026
10REBALANCE, LLC
$2.4M
24K
+0.6%
Added · +144 sh
Q1 2026
11ASSETMARK, INC
$2.4M
23K
−22%
Reduced · −7K sh
Q1 2026
12Pathstone Holdings, LLC
$2.3M
23K
−2.5%
Reduced · −588 sh
Q1 2026
13CITADEL ADVISORS LLC
$2.2M
22K
New
+22K sh
Q1 2026
14Beacon Pointe Advisors, LLC
$1.8M
18K
+1.5%
Added · +271 sh
Q1 2026
15Vestmark Advisory Solutions, Inc.
$1.7M
17K
−58%
Reduced · −23K sh
Q1 2026
16SBI Securities Co., Ltd.
$1.6M
16K
−4.0%
Reduced · −669 sh
Q1 2026
17Snowden Capital Advisors LLC
$1.5M
15K
+8.5%
Added · +1K sh
Q1 2026
18OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
$1.1M
11K
−1.0%
Reduced · −110 sh
Q1 2026
19Savant Capital, LLC
$1.1M
10K
+3.6%
Added · +363 sh
Q1 2026
20GLENMEDE TRUST CO NA
$884K
9K
Held
Q1 2026
21Summit Financial, LLC
$884K
9K
+719%
Added · +8K sh
Q1 2026
22Pinnacle Financial Partners, Inc.
$736K
7K
+3.0%
Added · +214 sh
Q1 2026
23NewEdge Advisors, LLC
$727K
7K
+0.4%
Added · +31 sh
Q1 2026
24Lido Advisors, LLC
$654K
6K
−16%
Reduced · −1K sh
Q1 2026
25Wealthcare Advisory Partners LLC
$512K
5K
−91%
Reduced · −51K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
7
funds
Added
12
funds
Reduced
11
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

144 funds+18 since Q2 2022
072144Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $1.0B

Funds that own RWR also own

CompanyCo-held byCombined value
APPLE INCAAPL76 funds$25.2B
BROADCOM INCAVGO76 funds$9.0B
INVESCO QQQ TRUST SERIES 1QQQ76 funds$5.5B
NVIDIA CORPNVDA75 funds$24.7B
MICROSOFT CORPMSFT75 funds$19.6B
SS SPDR S&P 500 ETF TRUST-USSPY75 funds$15.6B
AMAZON.COM INCAMZN75 funds$14.4B
ALPHABET INC-CL AGOOGL75 funds$12.5B
JPMORGAN CHASE & COJPM75 funds$9.8B
ALPHABET INC-CL CGOOG75 funds$8.6B
EXXON MOBIL CORPXOM75 funds$5.2B
JOHNSON & JOHNSONJNJ75 funds$4.9B

Ranked by how many of RWR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for RWR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.