Who Owns DJ WILSHRE REIT IDX (RWR)? -- Institutional Holders (2026-06-30)

305 institutions reported holding $1.60B of DJ WILSHRE REIT IDX (RWR) in SEC 13F filings for 2026-06-30. Largest institutional holders: NORTHERN TRUST CORP ($267.1M), Sixth Street Partners Management Company, L.P. ($265.7M), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($265.7M), LPL Financial LLC ($54.9M), MASON STREET ADVISORS, LLC ($51.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	NORTHERN TRUST CORP	$267.1M	2.4M	Added
2	Sixth Street Partners Management Company, L.P.	$265.7M	2.4M	New
3	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$265.7M	2.4M	Added
4	LPL Financial LLC	$54.9M	485,751	Added
5	MASON STREET ADVISORS, LLC	$51.2M	453,255	Added
6	WELLS FARGO & COMPANY/MN	$50.7M	449,175	Added
7	MORGAN STANLEY	$40.3M	357,038	Trimmed
8	ENVESTNET ASSET MANAGEMENT INC	$38.4M	340,210	Added
9	JPMORGAN CHASE & CO	$33.9M	295,260	Trimmed
10	BANK OF AMERICA CORP /DE/	$32.2M	285,236	Added
11	UBS Group AG	$31.1M	275,552	Trimmed
12	McMill Wealth Management	$27.0M	307,264	Added
13	AMERIPRISE FINANCIAL INC	$26.0M	220,354	Trimmed
14	BlackRock, Inc.	$24.6M	217,830	Added
15	TRUIST FINANCIAL CORP	$24.4M	215,885	Trimmed
16	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$16.2M	143,087	Added
17	Private Advisor Group, LLC	$16.0M	141,935	Added
18	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$14.7M	130,287	Trimmed
19	EVERGREEN CAPITAL MANAGEMENT LLC	$13.4M	118,883	Added
20	Frederick Financial Consultants, LLC	$12.4M	110,070	Added
21	PATTON FUND MANAGEMENT, INC.	$12.1M	107,494	Trimmed
22	CAPITAL ADVISORS INC/OK	$10.6M	93,985	New
23	Piedmont Capital Management, LLC	$10.5M	92,691	Trimmed
24	Creative Planning	$10.4M	92,156	Trimmed
25	AFFINITY WEALTH LLC	$10.4M	91,986	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30