Castellan Group
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Castellan Group’s First Industrial Realty Trust FR Stock Holding History

Castellan Group’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
Q3 		$4.68M Buy
78,586
+728
+0.9% +$46.2K 0.54% 10
2026
Q2 		$4.77M Sell
77,858
-1,361
-2% -$84.3K 0.52% 10
2026
Q1 		$4.58M Buy
79,219
+5,262
+7% +$313K 0.63% 12
2025
Q4 		$4.24M Buy
73,957
+3,133
+4% +$175K 0.53% 18
2025
Q3 		$3.65M Buy
+70,824
New +$3.56M 0.53% 11

Other funds holding FR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Castellan Group's FR Position: Q3 2026 in Review

Castellan Group increased its First Industrial Realty Trust (FR) stake by 0.94% in Q3 2026, buying an estimated $46.2K and bringing the position to 78,586 shares worth $4.68M. The position accounts for 0.54% of the portfolio, ranked #10.

Castellan Group first reported a position in FR in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.77M in Q2 2026. 318 funds tracked by Wall St. Rank hold FR as of Q3 2026.

  • Castellan Group held 78,586 shares of First Industrial Realty Trust worth $4.68M as of Q3 2026.
  • Castellan Group bought 728 First Industrial Realty Trust shares in Q3 2026, an estimated $46.2K.
  • First Industrial Realty Trust made up 0.54% of Castellan Group's portfolio in Q3 2026, its #10 holding.
  • Castellan Group first reported a position in First Industrial Realty Trust in Q3 2025 and has held it in 5 quarters since.
  • Castellan Group's First Industrial Realty Trust position peaked at $4.77M in Q2 2026.
  • 318 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q3 2026.

Based on Castellan Group's 13F filing for Q3 2026, filed 19 Oct 2026.