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John Overdeck’s Alset AEI Stock Holding History

John Overdeck’s Portfolio AEI Stock Details AEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.2K Sell
14,744
-7,230
-33% -$11.5K ﹤0.01% 4982
2026
Q1 		$40.4K Sell
21,974
-9,777
-31% -$24.2K ﹤0.01% 4470
2025
Q4 		$109K Sell
31,751
-36,026
-53% -$97.1K ﹤0.01% 3848
2025
Q3 		$171K Buy
+67,777
New +$116K ﹤0.01% 3401
2022
Q1 		– Sell
-42,935
Closed -$479K – 2577
2021
Q4 		$479K Buy
42,935
+42,370
+7,499% +$1.26M ﹤0.01% 3293
2021
Q3 		$27K Buy
+565
New +$33.9K ﹤0.01% 4163

Other funds holding AEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

John Overdeck's AEI Position: Q2 2026 in Review

John Overdeck reduced its Alset (AEI) stake by 33% in Q2 2026, selling an estimated $11.5K and leaving 14,744 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4982.

John Overdeck first reported a position in AEI in Q3 2021 and has held it in 6 quarters since. The position peaked at $479K in Q4 2021. 18 funds tracked by Wall St. Rank hold AEI as of Q2 2026.

  • John Overdeck held 14,744 shares of Alset worth $21.2K as of Q2 2026.
  • John Overdeck sold 7,230 Alset shares in Q2 2026, an estimated $11.5K.
  • Alset made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4982 holding.
  • John Overdeck first reported a position in Alset in Q3 2021 and has held it in 6 quarters since.
  • John Overdeck's Alset position peaked at $479K in Q4 2021.
  • 18 funds tracked by Wall St. Rank held Alset as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.