Carolinas Wealth Consulting’s First Industrial Realty Trust FR Stock Holding History

Carolinas Wealth Consulting’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	-35	Closed	-$1.86K	–	337
2025 Q1	$1.86K	Hold	35	–	–	﹤0.01%	817
2024 Q4	$1.75K	Buy	35 +14	+67%	+$743	﹤0.01%	854
2024 Q3	$1.17K	Hold	21	–	–	﹤0.01%	898
2024 Q2	$984	Sell	21 -1	-5%	-$48	﹤0.01%	914
2024 Q1	$1.17K	Buy	+22	New	+$1.16K	﹤0.01%	872

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carolinas Wealth Consulting's FR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of First Industrial Realty Trust (FR) in Q2 2025, closing a stake of 35 shares — an estimated $1.86K sold.

Carolinas Wealth Consulting first reported a position in FR in Q1 2024 and held it in 5 quarters. The position peaked at $1.86K in Q1 2025. 420 funds tracked by Wall St. Rank hold FR as of Q2 2025.

Carolinas Wealth Consulting reported no remaining First Industrial Realty Trust position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 35 First Industrial Realty Trust shares in Q2 2025, an estimated $1.86K.
Carolinas Wealth Consulting first reported a position in First Industrial Realty Trust in Q1 2024 and held it in 5 quarters.
Carolinas Wealth Consulting's First Industrial Realty Trust position peaked at $1.86K in Q1 2025.
420 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.