SPDR Dow Jones International Real Estate ETF RWX is probably on the radar for investors seeking momentum. The fund just hit a 52-week high and has moved up 22.3% from its 52-week low price of $22.52/share.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 73 | $1,943.26 | $1,998.74 | $55.48 | 2.85% |
Jeff Ameen Spire Wealth Management | 8,639 | $216,343.9 | $236,449.43 | $20,105.53 | 9.29% |
Kimberly Cappellano Private Wealth Asset Management LLC | 219 | $5,349 | $6,031.26 | $682.26 | 12.75% |
| WB William Bromley Innova Wealth Partners | 20,654 | $565,919.6 | $565,299.98 | -$619.62 | -0.11% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 14,837 | $397,186.49 | $411,045.73 | $13,859.24 | 3.49% |
| ARCA Exchange | US Country |
The company is dedicated to providing its clients with investment opportunities that closely follow the dynamics of the international real estate market, excluding the United States. With a strategic focus on maximizing returns through closely mirroring a carefully selected market index, the company distinguishes itself by investing primarily in a diverse range of real estate securities and depositary receipts derived from such securities. This investment approach allows for broad exposure to the global real estate sector, adhering to a model where at least 80% of its total assets are dedicated to securities comprising the index and related depositary receipts. The index itself is a meticulously constructed float-adjusted market capitalization index, aiming to capture the essence and performance of publicly traded real estate securities across various countries outside the United States. By focusing on this segment, the company seeks to offer its investors a path to potentially lucrative returns through the inherent growth and income opportunities presented by the international real estate markets.
The company's main offerings revolve around investment solutions that leverage the stability and potential of the real estate sector worldwide, excluding the US. Here are the core products and services provided:
This product is designed for investors looking to gain exposure to the international real estate market through a fund that invests at least 80% of its assets in securities making up a specific market index. The fund focuses on harnessing the growth potential of real estate securities and depositary receipts derived from such securities, providing a diversified investment in public real estate entities across various countries outside the United States. By closely following the float-adjusted market capitalization index, the fund aims to reflect the performance of its benchmark, offering investors an opportunity to participate in the global real estate sector's dynamics without directly investing in individual stocks.
Alongside direct investments in securities, the company provides opportunities to invest in depositary receipts based on real estate securities comprising the index. These instruments offer a convenient and efficient way for investors to gain exposure to foreign real estate markets without dealing with the complexities of direct investments in overseas securities. Depositary receipts represent an ownership interest in the underlying securities and are traded on exchanges, providing liquidity and ease of access to investors seeking to diversify their portfolios with international real estate assets.