RWR Institutional Ownership
State Street SPDR Dow Jones REIT ETF
1W: -1.5%
1M: -6.2%
3M: -8.5%
YTD: +6.3%
1Y: +4.2%
3Y: +37.9%
5Y: +12.6%
$104.65
+0.41 (+0.39%)
Weekly Expected Move ±1.2%
$102
$103
$105
$106
$107
Overview
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Institutional Ownership — RWR
307
Institutional Holders
+24 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
50
New Positions
80
Increased
91
Reduced
19
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (324 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NORTHERN TRUST CORP | 2,364,264 | $247M | +32,867 | +1.4% | 76Q | SEC ↗ |
| 2 | Sixth Street Partners Management Compa NEW | 2,352,000 | $246M | — | +0.0% | 1Q | SEC ↗ |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,352,000 | $246M | +48,245 | +2.1% | 15Q | SEC ↗ |
| 4 | LPL Financial LLC | 485,751 | $51M | +41,565 | +9.4% | 54Q | SEC ↗ |
| 5 | MASON STREET ADVISORS, LLC | 453,255 | $47M | +104,580 | +30.0% | 9Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 449,175 | $47M | +6,267 | +1.4% | 76Q | SEC ↗ |
| 7 | MORGAN STANLEY | 357,038 | $37M | -16,770 | -4.5% | 60Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 340,210 | $36M | +11,602 | +3.5% | 75Q | SEC ↗ |
| 9 | McMill Wealth Management | 307,264 | $32M | +596 | +0.2% | 2Q | SEC ↗ |
| 10 | JPMORGAN CHASE & CO | 295,260 | $31M | -2,572 | -0.9% | 57Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 285,236 | $30M | +5,550 | +2.0% | 15Q | SEC ↗ |
| 12 | UBS Group AG | 275,552 | $29M | -35,072 | -11.3% | 47Q | SEC ↗ |
| 13 | AMERIPRISE FINANCIAL INC | 220,354 | $23M | -16,715 | -7.1% | 16Q | SEC ↗ |
| 14 | BlackRock, Inc. | 217,830 | $23M | +39,195 | +21.9% | 8Q | SEC ↗ |
| 15 | TRUIST FINANCIAL CORP | 215,885 | $23M | -2,091 | -1.0% | 27Q | SEC ↗ |
| 16 | Private Advisor Group, LLC | 141,935 | $15M | +2,321 | +1.7% | 50Q | SEC ↗ |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 130,287 | $14M | -14,274 | -9.9% | 70Q | SEC ↗ |
| 18 | EVERGREEN CAPITAL MANAGEMENT LLC | 118,883 | $12M | +11,494 | +10.7% | 25Q | SEC ↗ |
| 19 | Frederick Financial Consultants, LLC | 110,070 | $12M | +2,775 | +2.6% | 7Q | SEC ↗ |
| 20 | PATTON FUND MANAGEMENT, INC. | 107,494 | $11M | -6,981 | -6.1% | 29Q | SEC ↗ |
| 21 | CAPITAL ADVISORS INC/OK NEW | 93,985 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 22 | Piedmont Capital Management, LLC | 92,691 | $10M | -39,492 | -29.9% | 2Q | SEC ↗ |
| 23 | Creative Planning | 92,156 | $10M | -3,189 | -3.3% | 59Q | SEC ↗ |
| 24 | AFFINITY WEALTH LLC | 91,986 | $10M | +2,653 | +3.0% | 2Q | SEC ↗ |
| 25 | St. Clair Advisors, LLC | 86,445 | $9M | -2,005 | -2.3% | 3Q | SEC ↗ |
| 26 | ROYAL BANK OF CANADA | 84,493 | $9M | +26,168 | +44.9% | 76Q | SEC ↗ |
| 27 | DT Investment Partners, LLC | 71,695 | $8M | +609 | +0.9% | 9Q | SEC ↗ |
| 28 | Geneos Wealth Management Inc. | 64,335 | $7M | +2,024 | +3.2% | 42Q | SEC ↗ |
| 29 | Alexis Investment Partners, LLC NEW | 63,340 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 30 | MML INVESTORS SERVICES, LLC | 48,089 | $5M | +3,380 | +7.6% | 37Q | SEC ↗ |
| 31 | Wealthspire Retirement, LLC | 42,286 | $4M | +524 | +1.3% | 6Q | SEC ↗ |
| 32 | ASSETMARK, INC | 41,839 | $4M | +18,341 | +78.1% | 52Q | SEC ↗ |
| 33 | CITIZENS FINANCIAL GROUP INC/RI | 40,941 | $4M | -796 | -1.9% | 25Q | SEC ↗ |
| 34 | D. E. Shaw & Co., Inc. | 40,496 | $4M | +34,301 | +553.7% | 3Q | SEC ↗ |
| 35 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39,687 | $4M | +18,003 | +83.0% | 2Q | SEC ↗ |
| 36 | Tower Research Capital LLC (TRC) | 39,073 | $4M | -33,972 | -46.5% | 2Q | SEC ↗ |
| 37 | GOLDMAN SACHS GROUP INC | 38,342 | $4M | -5,419 | -12.4% | 15Q | SEC ↗ |
| 38 | Adams Wealth Management | 37,950 | $4M | +460 | +1.2% | 8Q | SEC ↗ |
| 39 | CacheTech Inc. | 37,950 | $4M | +460 | +1.2% | 8Q | SEC ↗ |
| 40 | Clearstead Advisors, LLC | 37,616 | $4M | — | +0.0% | 26Q | SEC ↗ |
| 41 | Kestra Advisory Services, LLC | 37,395 | $4M | -6,152 | -14.1% | 24Q | SEC ↗ |
| 42 | RAYMOND JAMES FINANCIAL INC | 37,025 | $4M | +514 | +1.4% | 7Q | SEC ↗ |
| 43 | COMMONWEALTH EQUITY SERVICES, LLC | 34,580 | $4M | -1,459 | -4.0% | 35Q | SEC ↗ |
| 44 | Proficio Capital Partners LLC NEW | 33,275 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Falcon Wealth Planning | 29,804 | $3M | +1,524 | +5.4% | 23Q | SEC ↗ |
| 46 | SMITH, MOORE & CO. | 29,387 | $3M | -129 | -0.4% | 51Q | SEC ↗ |
| 47 | MERCER GLOBAL ADVISORS INC /ADV | 27,621 | $3M | +17 | +0.1% | 22Q | SEC ↗ |
| 48 | FLOW TRADERS U.S. LLC NEW | 27,382 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Cerity Partners LLC | 26,242 | $3M | +4,230 | +19.2% | 15Q | SEC ↗ |
| 50 | Savant Capital, LLC | 25,245 | $3M | +14,818 | +142.1% | 29Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 2,352,000 | $246M |
| CAPITAL ADVISORS INC/OK | 93,985 | $10M |
| Alexis Investment Partners, LLC | 63,340 | $7M |
| Proficio Capital Partners LLC | 33,275 | $3M |
| FLOW TRADERS U.S. LLC | 27,382 | $3M |
| Envestnet Portfolio Solutions, Inc. | 19,087 | $2M |
| Bleakley Financial Group, LLC | 17,714 | $2M |
| RENAISSANCE TECHNOLOGIES LLC | 16,602 | $2M |
| Fund Evaluation Group, LLC | 7,570 | $792K |
| Sanctuary Advisors, LLC | 5,264 | $551K |
| Point72 Asset Management, L.P. | 4,874 | $510K |
| Convergence Financial, LLC | 4,518 | $473K |
| Autumn Glory Partners, LLC | 4,255 | $445K |
| Signal Advisors Wealth, LLC | 4,056 | $424K |
| Ameritas Advisory Services, LLC | 3,723 | $390K |
| Arkadios Wealth Advisors | 3,475 | $364K |
| Integrated Wealth Concepts LLC | 3,129 | $327K |
| LANDMARK WEALTH MANAGEMENT, INC. | 3,086 | $323K |
| PRINCIPAL SECURITIES, INC. | 2,835 | $297K |
| SMART Wealth LLC | 2,746 | $287K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 380,738 | $40M |
| BNP PARIBAS FINANCIAL MARKETS | 25,013 | $3M |
| CITADEL ADVISORS LLC | 21,856 | $2M |
| Virtue Capital Management, LLC | 6,725 | $704K |
| GTS SECURITIES LLC | 4,754 | $498K |
| PRINCIPAL FINANCIAL GROUP INC | 4,366 | $457K |
| MARSHALL WACE, LLP | 2,941 | $308K |
| Contango Wealth Management LLC | 2,068 | $216K |
| SIGNATUREFD, LLC | 1,854 | $194K |
| MAI Capital Management | 1,555 | $163K |
| Vanguard National Trust Co | 1,452 | $152K |
| COHEN & STEERS, INC. | 1,185 | $124K |
| IFC & Insurance Marketing, Inc. | 1,097 | $115K |
| IAG Wealth Partners, LLC | 875 | $92K |
| Advisory Services Network, LLC | 650 | $68K |
| GRAND WEALTH MANAGEMENT, LLC | 520 | $54K |
| Laurel Wealth Advisors LLC | 447 | $47K |
| Gen-Wealth Partners Inc | 354 | $37K |
| Clayton Financial Group LLC | 270 | $28K |
| Woodside Wealth Management LLC | 213 | $22K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MASON STREET ADVISORS, LLC | +104,580 | +30.0% | 453,255 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +48,245 | +2.1% | 2,352,000 |
| LPL Financial LLC | +41,565 | +9.4% | 485,751 |
| BlackRock, Inc. | +39,195 | +21.9% | 217,830 |
| D. E. Shaw & Co., Inc. | +34,301 | +553.7% | 40,496 |
| NORTHERN TRUST CORP | +32,867 | +1.4% | 2,364,264 |
| ROYAL BANK OF CANADA | +26,168 | +44.9% | 84,493 |
| ASSETMARK, INC | +18,341 | +78.1% | 41,839 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +18,003 | +83.0% | 39,687 |
| Savant Capital, LLC | +14,818 | +142.1% | 25,245 |
| ENVESTNET ASSET MANAGEMENT INC | +11,602 | +3.5% | 340,210 |
| EVERGREEN CAPITAL MANAGEMENT LLC | +11,494 | +10.7% | 118,883 |
| PARK AVENUE SECURITIES LLC | +7,836 | +120.4% | 14,345 |
| WELLS FARGO & COMPANY/MN | +6,267 | +1.4% | 449,175 |
| BANK OF AMERICA CORP /DE | +5,550 | +2.0% | 285,236 |
| NewEdge Advisors, LLC | +5,009 | +69.5% | 12,213 |
| Cerity Partners LLC | +4,230 | +19.2% | 26,242 |
| HARBOUR INVESTMENTS, INC. | +3,828 | +358.4% | 4,896 |
| MML INVESTORS SERVICES, LLC | +3,380 | +7.6% | 48,089 |
| CITY HOLDING CO | +3,325 | +15.3% | 25,080 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | -322,900 | -96.1% | 13,000 |
| CITIGROUP INC | -42,238 | -91.6% | 3,896 |
| Piedmont Capital Management, LLC | -39,492 | -29.9% | 92,691 |
| UBS Group AG | -35,072 | -11.3% | 275,552 |
| Tower Research Capital LLC (TRC) | -33,972 | -46.5% | 39,073 |
| MORGAN STANLEY | -16,770 | -4.5% | 357,038 |
| AMERIPRISE FINANCIAL INC | -16,715 | -7.1% | 220,354 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -14,274 | -9.9% | 130,287 |
| HighTower Advisors, LLC | -7,912 | -41.1% | 11,332 |
| PATTON FUND MANAGEMENT, INC. | -6,981 | -6.1% | 107,494 |
| Kestra Advisory Services, LLC | -6,152 | -14.1% | 37,395 |
| JANE STREET GROUP, LLC | -5,683 | -43.1% | 7,500 |
| GOLDMAN SACHS GROUP INC | -5,419 | -12.4% | 38,342 |
| Destiny Capital Corp/CO | -4,999 | -67.5% | 2,411 |
| Snowden Capital Advisors LLC | -4,251 | -27.7% | 11,098 |
| Bank of New York Mellon Corp | -3,714 | -24.1% | 11,709 |
| Creative Planning | -3,189 | -3.3% | 92,156 |
| JPMORGAN CHASE & CO | -2,572 | -0.9% | 295,260 |
| BANK OF MONTREAL /CAN | -2,274 | -12.8% | 15,550 |
| PNC Financial Services Group, Inc. | -2,185 | -10.5% | 18,642 |