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

BlackDiamond 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	$307K	Hold	5,307	–	–	0.15%	135
2025 Q4	$316K	Hold	5,307	–	–	0.15%	139
2025 Q3	$273K	Hold	5,307	–	–	0.15%	131
2025 Q2	$257K	Hold	5,307	–	–	0.15%	131
2025 Q1	$263K	Hold	5,307	–	–	0.18%	118
2024 Q4	$266K	Hold	5,307	–	–	0.15%	127
2024 Q3	$280K	Hold	5,307	–	–	0.17%	130
2024 Q2	$282K	Hold	5,307	–	–	0.19%	113
2024 Q1	$279K	Hold	5,307	–	–	0.2%	113
2023 Q4	$271K	Buy	5,307 +22	+0.4%	+$1.02K	0.2%	106
2023 Q3	$220K	Hold	5,285	–	–	0.2%	116
2023 Q2	$279K	Hold	5,285	–	–	0.24%	99
2023 Q1	$272K	Hold	5,285	–	–	0.28%	87
2022 Q4	$257K	Hold	5,285	–	–	0.29%	85
2022 Q3	$247K	Hold	5,285	–	–	0.3%	84
2022 Q2	$255K	Hold	5,285	–	–	0.32%	90
2022 Q1	$327K	Hold	5,285	–	–	0.39%	75
2021 Q4	$350K	Buy	+5,285	New	+$318K	0.4%	82

Other funds holding FR

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

BlackDiamond Wealth Management held its First Industrial Realty Trust (FR) position steady in Q1 2026 at 5,307 shares worth $307K. The position accounts for 0.15% of the portfolio, ranked #135.

BlackDiamond Wealth Management first reported a position in FR in Q4 2021 and has held it in 18 quarters since. The position peaked at $350K in Q4 2021. 460 funds tracked by Wall St. Rank hold FR as of Q1 2026.

BlackDiamond Wealth Management held 5,307 shares of First Industrial Realty Trust worth $307K as of Q1 2026.
BlackDiamond Wealth Management left its First Industrial Realty Trust share count unchanged in Q1 2026.
First Industrial Realty Trust made up 0.15% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #135 holding.
BlackDiamond Wealth Management first reported a position in First Industrial Realty Trust in Q4 2021 and has held it in 18 quarters since.
BlackDiamond Wealth Management's First Industrial Realty Trust position peaked at $350K in Q4 2021.
460 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.