Berman Capital Advisors’s First Industrial Realty Trust FR Stock Holding History

Berman Capital Advisors’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
2021 Q3	$81K	Buy	1,589 +275	+21%	+$15K	0.01%	504
2021 Q2	$67K	Buy	1,314 +47	+4%	+$2.36K	0.01%	486
2021 Q1	$57K	Buy	1,267 +729	+136%	+$31.5K	0.01%	436
2020 Q4	$22K	Buy	538 +1	+0.2%	+$42	0.01%	637
2020 Q3	$21K	Buy	537 +71	+15%	+$2.93K	0.01%	564
2020 Q2	$17K	Buy	466 +1	+0.2%	+$37	﹤0.01%	591
2020 Q1	$15K	Sell	465 -2	-0.4%	-$79	﹤0.01%	561
2019 Q4	$19K	Buy	467 +1	+0.2%	+$41	0.01%	545
2019 Q3	$18K	Buy	466 +1	+0.2%	+$38	0.01%	535
2019 Q2	$17K	Hold	465	–	–	0.01%	562
2019 Q1	$16K	Buy	465 +444	+2,114%	+$14.6K	0.01%	508
2018 Q4	$0	Buy	+21	New	+$650	﹤0.01%	1167

Other funds holding FR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's FR Position: Q3 2021 in Review

Berman Capital Advisors increased its First Industrial Realty Trust (FR) stake by 21% in Q3 2021, buying an estimated $15K and bringing the position to 1,589 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #504.

Berman Capital Advisors first reported a position in FR in Q4 2018 and has held it in 12 quarters since. 322 funds tracked by Wall St. Rank hold FR as of Q3 2021.

Berman Capital Advisors held 1,589 shares of First Industrial Realty Trust worth $81K as of Q3 2021.
Berman Capital Advisors bought 275 First Industrial Realty Trust shares in Q3 2021, an estimated $15K.
First Industrial Realty Trust made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #504 holding.
Berman Capital Advisors first reported a position in First Industrial Realty Trust in Q4 2018 and has held it in 12 quarters since.
322 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.