Assetmark Inc. Has $3.70 Million Holdings in SPDR Dow Jones REIT ETF $RWR

Assetmark Inc. decreased its stake in SPDR Dow Jones REIT ETF (NYSEARCA:RWR) by 81.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,859 shares of the company’s stock after selling 158,290 shares during the quarter. Assetmark Inc.’s holdings in SPDR Dow Jones REIT ETF were worth $3,697,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the stock. Royal Bank of Canada lifted its holdings in shares of SPDR Dow Jones REIT ETF by 0.9% during the first quarter. Royal Bank of Canada now owns 26,921 shares of the company’s stock valued at $2,669,000 after acquiring an additional 234 shares during the period. AQR Capital Management LLC bought a new stake in SPDR Dow Jones REIT ETF during the first quarter worth about $262,000. Jones Financial Companies Lllp increased its holdings in shares of SPDR Dow Jones REIT ETF by 139.6% during the first quarter. Jones Financial Companies Lllp now owns 1,241 shares of the company’s stock worth $123,000 after buying an additional 723 shares in the last quarter. Private Trust Co. NA raised its stake in shares of SPDR Dow Jones REIT ETF by 9.7% in the second quarter. Private Trust Co. NA now owns 1,890 shares of the company’s stock valued at $182,000 after acquiring an additional 167 shares during the last quarter. Finally, Balboa Wealth Partners acquired a new position in shares of SPDR Dow Jones REIT ETF in the 2nd quarter worth approximately $348,000.

SPDR Dow Jones REIT ETF Price Performance

RWR stock opened at $108.01 on Wednesday. The business has a fifty day moving average price of $100.74 and a 200 day moving average price of $99.83. SPDR Dow Jones REIT ETF has a fifty-two week low of $83.14 and a fifty-two week high of $108.13. The stock has a market capitalization of $1.79 billion, a price-to-earnings ratio of 36.49 and a beta of 1.05.

SPDR Dow Jones REIT ETF Company Profile

SPDR Dj Wilshire Reit ETF (the Fund), formerly SPDR Dow Jones REIT ETF, seeks to match the returns and characteristics of the Dow Jones U.S. Select REIT Index. The Dow Jones U.S. Select REIT Index consists of companies whose charters are the equity ownership and operation of commercial real estate and which operate under the REIT Act of 1960. Each REIT in the REIT Index is weighted by its float-adjusted market capitalization. That is, each security is weighted to reflect the attainable market performance of the security, which reflects that portion of securities shares that are accessible to investors.