AWM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AE Wealth Management's FR Position: Q1 2026 in Review

AE Wealth Management increased its First Industrial Realty Trust (FR) stake by 12% in Q1 2026, buying an estimated $39.7K and bringing the position to 6,175 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

AE Wealth Management first reported a position in FR in Q3 2024 and has held it in 7 quarters since. 460 funds tracked by Wall St. Rank hold FR as of Q1 2026.

  • AE Wealth Management held 6,175 shares of First Industrial Realty Trust worth $357K as of Q1 2026.
  • AE Wealth Management bought 668 First Industrial Realty Trust shares in Q1 2026, an estimated $39.7K.
  • First Industrial Realty Trust made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1284 holding.
  • AE Wealth Management first reported a position in First Industrial Realty Trust in Q3 2024 and has held it in 7 quarters since.
  • 460 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.