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AE Wealth Management’s First Industrial Realty Trust FR Stock Holding History

AE Wealth Management’s Portfolio FR Stock Details FR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$429K Buy
6,995
+820
+13% +$50.8K ﹤0.01% 1299
2026
Q1 		$357K Buy
6,175
+668
+12% +$39.7K ﹤0.01% 1284
2025
Q4 		$315K Buy
5,507
+634
+13% +$35.4K ﹤0.01% 1285
2025
Q3 		$251K Sell
4,873
-180
-4% -$9.04K ﹤0.01% 1274
2025
Q2 		$243K Sell
5,053
-320
-6% -$15.6K ﹤0.01% 1214
2025
Q1 		$290K Sell
5,373
-1,508
-22% -$81.6K ﹤0.01% 1104
2024
Q4 		$345K Buy
6,881
+3,288
+92% +$174K ﹤0.01% 1038
2024
Q3 		$201K Buy
+3,593
New +$194K ﹤0.01% 1183

Other funds holding FR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

AE Wealth Management's FR Position: Q2 2026 in Review

AE Wealth Management increased its First Industrial Realty Trust (FR) stake by 13% in Q2 2026, buying an estimated $50.8K and bringing the position to 6,995 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

AE Wealth Management first reported a position in FR in Q3 2024 and has held it in 8 quarters since. 490 funds tracked by Wall St. Rank hold FR as of Q2 2026.

  • AE Wealth Management held 6,995 shares of First Industrial Realty Trust worth $429K as of Q2 2026.
  • AE Wealth Management bought 820 First Industrial Realty Trust shares in Q2 2026, an estimated $50.8K.
  • First Industrial Realty Trust made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1299 holding.
  • AE Wealth Management first reported a position in First Industrial Realty Trust in Q3 2024 and has held it in 8 quarters since.
  • 490 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.