CAL
FR icon

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

Capital Advisors Ltd’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
2025
Q2 		– Sell
-26
Closed -$1K – 1436
2025
Q1 		$1K Hold
26
– – ﹤0.01% 1179
2024
Q4 		$1K Hold
26
– – ﹤0.01% 1203
2024
Q3 		$1K Hold
26
– – ﹤0.01% 1202
2024
Q2 		$1K Buy
+26
New +$1.25K ﹤0.01% 1189
2023
Q4 		– Sell
-1
Closed – – 1358
2023
Q3 		$0 Hold
1
– – ﹤0.01% 1349
2023
Q2 		$0 Hold
1
– – ﹤0.01% 1376
2023
Q1 		$0 Hold
1
– – ﹤0.01% 1320
2022
Q4 		$0 Sell
1
-16
-94% -$763 ﹤0.01% 1357
2022
Q3 		$1K Buy
+17
New +$860 ﹤0.01% 1014

Other funds holding FR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Advisors Ltd's FR Position: Q2 2025 in Review

Capital Advisors Ltd sold out of First Industrial Realty Trust (FR) in Q2 2025, closing a stake of 26 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in FR in Q3 2022 and held it in 9 quarters. The position peaked at $1K in Q1 2025. 420 funds tracked by Wall St. Rank hold FR as of Q2 2025.

  • Capital Advisors Ltd reported no remaining First Industrial Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 26 First Industrial Realty Trust shares in Q2 2025, an estimated $1K.
  • Capital Advisors Ltd first reported a position in First Industrial Realty Trust in Q3 2022 and held it in 9 quarters.
  • Capital Advisors Ltd's First Industrial Realty Trust position peaked at $1K in Q1 2025.
  • 420 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.