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Allworth Financial’s First Industrial Realty Trust FR Stock Holding History

Allworth Financial’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 		$93.9K Buy
1,531
+156
+11% +$9.66K ﹤0.01% 1979
2026
Q1 		$79.5K Buy
1,375
+826
+150% +$49.1K ﹤0.01% 1997
2025
Q4 		$31.4K Buy
549
+7
+1% +$391 ﹤0.01% 2509
2025
Q3 		$27.9K Buy
542
+126
+30% +$6.33K ﹤0.01% 2500
2025
Q2 		$20K Buy
416
+348
+512% +$17K ﹤0.01% 2525
2025
Q1 		$3.24K Buy
68
+21
+45% +$1.14K ﹤0.01% 3006
2024
Q4 		$2.46K Sell
47
-15
-24% -$796 ﹤0.01% 3086
2024
Q3 		$3.47K Sell
62
-75
-55% -$4.04K ﹤0.01% 2728
2024
Q2 		$7.25K Buy
137
+126
+1,145% +$6.03K ﹤0.01% 2356
2024
Q1 		$578 Hold
11
– – ﹤0.01% 3248
2023
Q4 		$580 Sell
11
-56
-84% -$2.61K ﹤0.01% 3100
2023
Q3 		$3.19K Buy
67
+25
+60% +$1.29K ﹤0.01% 2324
2023
Q2 		$2.21K Hold
42
– – ﹤0.01% 2441
2023
Q1 		$2.23K Hold
42
– – ﹤0.01% 2364
2022
Q4 		$2.03K Buy
+42
New +$2K ﹤0.01% 2241

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 $3.37T AUM 44.26% 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

Allworth Financial's FR Position: Q2 2026 in Review

Allworth Financial increased its First Industrial Realty Trust (FR) stake by 11% in Q2 2026, buying an estimated $9.66K and bringing the position to 1,531 shares worth $93.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

Allworth Financial first reported a position in FR in Q4 2022 and has held it in 15 quarters since. 488 funds tracked by Wall St. Rank hold FR as of Q2 2026.

  • Allworth Financial held 1,531 shares of First Industrial Realty Trust worth $93.9K as of Q2 2026.
  • Allworth Financial bought 156 First Industrial Realty Trust shares in Q2 2026, an estimated $9.66K.
  • First Industrial Realty Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1979 holding.
  • Allworth Financial first reported a position in First Industrial Realty Trust in Q4 2022 and has held it in 15 quarters since.
  • 488 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.