Avantax Advisory Services’s First Industrial Realty Trust FR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$326K Buy
6,776
+421
+7% +$20.5K ﹤0.01% 1844
2025
Q1
$343K Buy
6,355
+1,307
+26% +$70.7K ﹤0.01% 1742
2024
Q4
$253K Sell
5,048
-904
-15% -$48K ﹤0.01% 1900
2024
Q3
$333K Sell
5,952
-432
-7% -$23.3K ﹤0.01% 1678
2024
Q2
$303K Buy
+6,384
New +$306K ﹤0.01% 1687

Other funds holding FR

Avantax Advisory Services's FR Position: Q2 2025 in Review

Avantax Advisory Services increased its First Industrial Realty Trust (FR) stake by 6.6% in Q2 2025, buying an estimated $20.5K and bringing the position to 6,776 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

Avantax Advisory Services first reported a position in FR in Q2 2024 and has held it in 5 quarters since. The position peaked at $343K in Q1 2025. 420 funds tracked by Wall St. Rank hold FR as of Q2 2025.

  • Avantax Advisory Services held 6,776 shares of First Industrial Realty Trust worth $326K as of Q2 2025.
  • Avantax Advisory Services bought 421 First Industrial Realty Trust shares in Q2 2025, an estimated $20.5K.
  • First Industrial Realty Trust made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1844 holding.
  • Avantax Advisory Services first reported a position in First Industrial Realty Trust in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's First Industrial Realty Trust position peaked at $343K in Q1 2025.
  • 420 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.