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

Bernard 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	$312K	Buy	5,087 +3	+0.1%	+$186	0.12%	55
2026 Q1	$294K	Buy	5,084 +3	+0.1%	+$178	0.13%	51
2025 Q4	$291K	Buy	5,081 +3	+0.1%	+$167	0.12%	55
2025 Q3	$261K	Buy	5,078 +4	+0.1%	+$201	0.11%	57
2025 Q2	$244K	Buy	5,074 +4	+0.1%	+$195	0.11%	51
2025 Q1	$274K	Buy	5,070 +3	+0.1%	+$162	0.13%	50
2024 Q4	$254K	Buy	+5,067	New	+$269K	0.12%	52

Other funds holding FR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Bernard Wealth Management increased its First Industrial Realty Trust (FR) stake by 0.06% in Q2 2026, buying an estimated $186 and bringing the position to 5,087 shares worth $312K. The position accounts for 0.12% of the portfolio, ranked #55.

Bernard Wealth Management first reported a position in FR in Q4 2024 and has held it in 7 quarters since. 490 funds tracked by Wall St. Rank hold FR as of Q2 2026.

Bernard Wealth Management held 5,087 shares of First Industrial Realty Trust worth $312K as of Q2 2026.
Bernard Wealth Management bought 3 First Industrial Realty Trust shares in Q2 2026, an estimated $186.
First Industrial Realty Trust made up 0.12% of Bernard Wealth Management's portfolio in Q2 2026, its #55 holding.
Bernard Wealth Management first reported a position in First Industrial Realty Trust in Q4 2024 and has held it in 7 quarters since.
490 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.