Falcon Wealth Planning Trims Position in SPDR Dow Jones REIT ETF (NYSEARCA:RWR)

Falcon Wealth Planning trimmed its position in SPDR Dow Jones REIT ETF (NYSEARCA:RWR) by 1.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 40,750 shares of the company’s stock after selling 462 shares during the quarter. SPDR Dow Jones REIT ETF makes up approximately 0.5% of Falcon Wealth Planning’s portfolio, making the stock its 26th biggest holding. Falcon Wealth Planning’s holdings in SPDR Dow Jones REIT ETF were worth $4,349,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. DT Investment Partners LLC bought a new stake in shares of SPDR Dow Jones REIT ETF during the 2nd quarter valued at about $6,003,000. Redhawk Wealth Advisors Inc. bought a new stake in SPDR Dow Jones REIT ETF during the third quarter valued at approximately $6,378,000. CacheTech Inc. purchased a new position in SPDR Dow Jones REIT ETF in the 3rd quarter worth approximately $3,778,000. Mercer Global Advisors Inc. ADV increased its holdings in shares of SPDR Dow Jones REIT ETF by 723.9% in the 2nd quarter. Mercer Global Advisors Inc. ADV now owns 28,976 shares of the company’s stock worth $2,698,000 after buying an additional 25,459 shares during the last quarter. Finally, SageView Advisory Group LLC purchased a new stake in shares of SPDR Dow Jones REIT ETF during the 1st quarter valued at $1,087,000.

SPDR Dow Jones REIT ETF Stock Up 0.0 %

Shares of NYSEARCA RWR traded up $0.05 during mid-day trading on Tuesday, reaching $103.31. 26,185 shares of the company were exchanged, compared to its average volume of 293,394. The stock has a market capitalization of $1.60 billion, a PE ratio of 27.69 and a beta of 1.00. SPDR Dow Jones REIT ETF has a 52 week low of $80.76 and a 52 week high of $109.04. The company’s 50 day moving average price is $105.39 and its 200 day moving average price is $98.08.

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.