SPDR Dow Jones International Real Estate ETF Price & Performance (RWX)

Franklin Resources trimmed its position in the SPDR Dow Jones REIT ETF by 15.5% in Q4, reflecting cautious institutional sentiment. Despite the reduction, the ETF traded up 1.6% today. Broader investor activity shows mixed moves, with some firms increasing their exposure, signaling uncertainty in commercial real estate.12

The SPDR Dow Jones International Real Estate ETF’s top holdings, updated April 16, include Mitsui Fudosan, SEGRO, and Link REIT, each representing significant regional players. This broad international exposure offers investors access to a diverse portfolio of real estate assets across Asia, Europe, and Australia.34

State Street’s latest asset allocation reveals a shift from high yield bonds to equities and investment-grade bonds, citing more attractive valuations and expectations for curve flattening. Retail investor sentiment has turned the most bearish in three years, contrasting with more moderate institutional caution.25