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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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.