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John Overdeck’s First Trust S&P REIT Index Fund FRI Stock Holding History

John Overdeck’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
Q2 		– Sell
-46,600
Closed -$1.33M – 5184
2026
Q1 		$1.33M Buy
46,600
+12,100
+35% +$348K ﹤0.01% 3049
2025
Q4 		$942K Buy
+34,500
New +$958K ﹤0.01% 2957

Other funds holding FRI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $320M AUM 26.86% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

John Overdeck's FRI Position: Q2 2026 in Review

John Overdeck sold out of First Trust S&P REIT Index Fund (FRI) in Q2 2026, closing a stake of 46,600 shares — an estimated $1.33M sold.

John Overdeck first reported a position in FRI in Q4 2025 and held it in 2 quarters. The position peaked at $1.33M in Q1 2026. 69 funds tracked by Wall St. Rank hold FRI as of Q2 2026.

  • John Overdeck reported no remaining First Trust S&P REIT Index Fund position as of Q2 2026 after selling out during the quarter.
  • John Overdeck sold 46,600 First Trust S&P REIT Index Fund shares in Q2 2026, an estimated $1.33M.
  • John Overdeck first reported a position in First Trust S&P REIT Index Fund in Q4 2025 and held it in 2 quarters.
  • John Overdeck's First Trust S&P REIT Index Fund position peaked at $1.33M in Q1 2026.
  • 69 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2026.

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