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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
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
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

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

Bernard Wealth Management increased its First Industrial Realty Trust (FR) stake by 0.06% in Q1 2026, buying an estimated $178 and bringing the position to 5,084 shares worth $294K. The position accounts for 0.13% of the portfolio, ranked #51.

Bernard Wealth Management first reported a position in FR in Q4 2024 and has held it in 6 quarters since. 460 funds tracked by Wall St. Rank hold FR as of Q1 2026.

  • Bernard Wealth Management held 5,084 shares of First Industrial Realty Trust worth $294K as of Q1 2026.
  • Bernard Wealth Management bought 3 First Industrial Realty Trust shares in Q1 2026, an estimated $178.
  • First Industrial Realty Trust made up 0.13% of Bernard Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Bernard Wealth Management first reported a position in First Industrial Realty Trust in Q4 2024 and has held it in 6 quarters since.
  • 460 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.