Recession Watch III: Real EstateTL:DR Upward momentum to the real estate market is coming to an end with ETFs, REIT, and REIT ETFs in the US and EU showing topping behavior and China showing a continuation of downtrend. The assumption is holding flat or even reducing interest rates won’t work if people debt and willingness to bor
Key stats
About SPDR DJ Wilshire REIT ETF
Home page
Inception date
Apr 23, 2001
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
SSgA Funds Management, Inc.
Distributor
State Street Corp. (Fund Distributor)
RWR is among the oldest real estate ETFs on the market. Since 2001, RWR has offered investors a well-managed vehicle to invest in a diverse basket of US REITs. The fund tilts away from the 'specialized REITs' category, which includes everything from hospital REITs to railway REITs and instead overweights the quintessential real estate sub-sectors: commercial and residential REITs. The reason for the exclusions is that performance of such securities may be driven by factors other than the value of real estate. As such, RWR could appeal to those looking for a pure play take on US REITs. Constituents must derive 75% of their total revenue from the ownership and operation of real estate assets and must meet certain market-cap requirements. Holdings are market cap-weighted, subject to several capping constraints. The index is rebalanced quarterly. Prior to Sep. 20, 2024, the fund tracked the Dow Jones US Select REIT Index, an uncapped version of the current index.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
Top 10 holdings
MACRO VIEW: RWR RISKS TO TAG 5-YEAR MEANSPDR Dow Jones REIT ETF (RWR) has failed bot 5-year and 10-year trends by breaking below upper 1st standard deviations from 5-year (260-weeks) and 10-year (520-weeks) means.
On short term basis the price is in clear downtrend - it broke down below lower 1st standard deviations from quarterly (66-da
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Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
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Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
RWR trades at 97.78 USD today, its price has fallen −0.11% in the past 24 hours. Track more dynamics on RWR price chart.
RWR net asset value is 97.89 today — it's risen 1.91% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
RWR assets under management is 1.93 B USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
RWR price has risen by 3.33% over the last month, and its yearly performance shows a 9.85% increase. See more dynamics on RWR price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 1.91% over the last month, showed a −4.82% decrease in three-month performance and has increased by 14.83% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by 1.91% over the last month, showed a −4.82% decrease in three-month performance and has increased by 14.83% in a year.
RWR fund flows account for 474.60 M USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
RWR invests in stocks. See more details in our Analysis section.
RWR expense ratio is 0.25%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, RWR isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, RWR technical analysis shows the buy rating and its 1-week rating is neutral. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating RWR shows the buy signal. See more of RWR technicals for a more comprehensive analysis.
Today, RWR technical analysis shows the buy rating and its 1-week rating is neutral. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating RWR shows the buy signal. See more of RWR technicals for a more comprehensive analysis.
Yes, RWR pays dividends to its holders with the dividend yield of 3.87%.
RWR trades at a premium (0.11%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
RWR shares are issued by State Street Corp.
RWR follows the Dow Jones U.S. Select REIT Capped Index - Benchmark TR Gross. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Apr 23, 2001.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.