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Jaffetilchin Investment Partners’s First Trust S&P REIT Index Fund FRI Stock Holding History

Jaffetilchin Investment Partners’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
2026
Q1 		$354K Sell
12,421
-2,759
-18% -$79.4K 0.02% 334
2025
Q4 		$415K Sell
15,180
-759
-5% -$21.1K 0.02% 294
2025
Q3 		$448K Sell
15,939
-1,170
-7% -$32.1K 0.03% 294
2025
Q2 		$463K Sell
17,109
-94
-0.5% -$2.52K 0.03% 270
2025
Q1 		$473K Sell
17,203
-835
-5% -$23.1K 0.03% 255
2024
Q4 		$494K Buy
18,038
+419
+2% +$12.1K 0.04% 229
2024
Q3 		$522K Buy
17,619
+315
+2% +$8.82K 0.04% 220
2024
Q2 		$444K Sell
17,304
-800
-4% -$20K 0.04% 232
2024
Q1 		$471K Sell
18,104
-1,142
-6% -$29.2K 0.04% 220
2023
Q4 		$505K Buy
19,246
+5,991
+45% +$142K 0.05% 216
2023
Q3 		$303K Hold
13,255
– – 0.03% 261
2023
Q2 		$326K Sell
13,255
-248
-2% -$6K 0.03% 267
2023
Q1 		$329K Sell
13,503
-1,088
-7% -$27.3K 0.04% 270
2022
Q4 		$350K Sell
14,591
-17,274
-54% -$416K 0.04% 245
2022
Q3 		$734K Sell
31,865
-424,275
-93% -$11.2M 0.09% 135
2022
Q2 		$11.7M Sell
456,140
-15,982
-3% -$453K 1.39% 16
2022
Q1 		$12.7M Sell
472,122
-43,272
-8% -$1.31M 1.49% 17
2021
Q4 		$16.8M Buy
515,394
+10,710
+2% +$329K 1.59% 12
2021
Q3 		$14.3M Buy
504,684
+31,821
+7% +$930K 1.52% 14
2021
Q2 		$13.3M Buy
472,863
+70,488
+18% +$1.92M 0.92% 20
2021
Q1 		$10.1M Buy
+402,375
New +$9.7M 1.19% 15

Other funds holding FRI

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
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jaffetilchin Investment Partners's FRI Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its First Trust S&P REIT Index Fund (FRI) stake by 18% in Q1 2026, selling an estimated $79.4K and leaving 12,421 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #334.

Jaffetilchin Investment Partners first reported a position in FRI in Q1 2021 and has held it in 21 quarters since. The position peaked at $16.8M in Q4 2021. 70 funds tracked by Wall St. Rank hold FRI as of Q1 2026.

  • Jaffetilchin Investment Partners held 12,421 shares of First Trust S&P REIT Index Fund worth $354K as of Q1 2026.
  • Jaffetilchin Investment Partners sold 2,759 First Trust S&P REIT Index Fund shares in Q1 2026, an estimated $79.4K.
  • First Trust S&P REIT Index Fund made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #334 holding.
  • Jaffetilchin Investment Partners first reported a position in First Trust S&P REIT Index Fund in Q1 2021 and has held it in 21 quarters since.
  • Jaffetilchin Investment Partners's First Trust S&P REIT Index Fund position peaked at $16.8M in Q4 2021.
  • 70 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.