D.E. Shaw & Co
KBWY icon

D.E. Shaw & Co’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

D.E. Shaw & Co’s Portfolio KBWY Stock Details KBWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$878K Buy
57,467
+20,227
+54% +$324K ﹤0.01% 3525
2025
Q4 		$575K Buy
+37,240
New +$574K ﹤0.01% 3859
2025
Q2 		– Sell
-39,044
Closed -$652K – 4532
2025
Q1 		$652K Buy
+39,044
New +$676K ﹤0.01% 3346
2024
Q4 		– Sell
-16,572
Closed -$350K – 4634
2024
Q3 		$350K Sell
16,572
-27,703
-63% -$552K ﹤0.01% 3900
2024
Q2 		$789K Buy
44,275
+31,586
+249% +$553K ﹤0.01% 3335
2024
Q1 		$229K Buy
+12,689
New +$230K ﹤0.01% 3872

Other funds holding KBWY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

D.E. Shaw & Co's KBWY Position: Q1 2026 in Review

D.E. Shaw & Co increased its Invesco KBW Premium Yield Equity REIT ETF (KBWY) stake by 54% in Q1 2026, buying an estimated $324K and bringing the position to 57,467 shares worth $878K. The position accounts for ﹤0.01% of the portfolio, ranked #3525.

D.E. Shaw & Co first reported a position in KBWY in Q1 2024 and has held it in 6 quarters since. 55 funds tracked by Wall St. Rank hold KBWY as of Q1 2026.

  • D.E. Shaw & Co held 57,467 shares of Invesco KBW Premium Yield Equity REIT ETF worth $878K as of Q1 2026.
  • D.E. Shaw & Co bought 20,227 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2026, an estimated $324K.
  • Invesco KBW Premium Yield Equity REIT ETF made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q1 2026, its #3525 holding.
  • D.E. Shaw & Co first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2024 and has held it in 6 quarters since.
  • 55 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.