D.E. Shaw & Co
FRI icon

D.E. Shaw & Co’s First Trust S&P REIT Index Fund FRI Stock Holding History

D.E. Shaw & Co’s Portfolio FRI Stock Details FRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,469
Closed -$287K – 4409
2024
Q4 		$287K Buy
+10,469
New +$303K ﹤0.01% 3915

Other funds holding FRI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

D.E. Shaw & Co's FRI Position: Q1 2025 in Review

D.E. Shaw & Co sold out of First Trust S&P REIT Index Fund (FRI) in Q1 2025, closing a stake of 10,469 shares — an estimated $287K sold.

D.E. Shaw & Co first reported a position in FRI in Q4 2024 and held it in 1 quarter. The position peaked at $287K in Q4 2024. 67 funds tracked by Wall St. Rank hold FRI as of Q1 2025.

  • D.E. Shaw & Co reported no remaining First Trust S&P REIT Index Fund position as of Q1 2025 after selling out during the quarter.
  • D.E. Shaw & Co sold 10,469 First Trust S&P REIT Index Fund shares in Q1 2025, an estimated $287K.
  • D.E. Shaw & Co first reported a position in First Trust S&P REIT Index Fund in Q4 2024 and held it in 1 quarter.
  • D.E. Shaw & Co's First Trust S&P REIT Index Fund position peaked at $287K in Q4 2024.
  • 67 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2025.

Based on D.E. Shaw & Co's 13F filing for Q1 2025, filed 15 May 2025.