Russell Investments Group
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Russell Investments Group’s First Trust S&P REIT Index Fund FRI Stock Holding History

Russell Investments Group’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
Q3 		– Sell
-26
Closed -$703 – 4174
2025
Q2 		$703 Sell
26
-25
-49% -$671 ﹤0.01% 3709
2025
Q1 		$1.4K Sell
51
-36
-41% -$996 ﹤0.01% 3562
2024
Q4 		$2.38K Buy
+87
New +$2.52K ﹤0.01% 3412

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Russell Investments Group's FRI Position: Q3 2025 in Review

Russell Investments Group sold out of First Trust S&P REIT Index Fund (FRI) in Q3 2025, closing a stake of 26 shares — an estimated $703 sold.

Russell Investments Group first reported a position in FRI in Q4 2024 and held it in 3 quarters. The position peaked at $2.38K in Q4 2024. 60 funds tracked by Wall St. Rank hold FRI as of Q3 2025.

  • Russell Investments Group reported no remaining First Trust S&P REIT Index Fund position as of Q3 2025 after selling out during the quarter.
  • Russell Investments Group sold 26 First Trust S&P REIT Index Fund shares in Q3 2025, an estimated $703.
  • Russell Investments Group first reported a position in First Trust S&P REIT Index Fund in Q4 2024 and held it in 3 quarters.
  • Russell Investments Group's First Trust S&P REIT Index Fund position peaked at $2.38K in Q4 2024.
  • 60 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2025.

Based on Russell Investments Group's 13F filing for Q3 2025, filed 13 Nov 2025.