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CF
Concorde Financial’s
First Industrial Realty Trust
FR
Stock Holding History
Concorde Financial’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
$4.08M
Sell
69,903
-7,119
-9%
-$423K
3.2%
14
2025
Q4
$4.49M
Sell
77,022
-1,027
-1%
-$57.3K
3.48%
14
2025
Q3
$4.02M
Buy
78,049
+1,226
+2%
+$61.6K
2.23%
20
2025
Q2
$3.7M
Buy
76,823
+282
+0.4%
+$13.7K
2.19%
18
2025
Q1
$4.13M
Buy
76,541
+1,062
+1%
+$57.4K
2.28%
18
2024
Q4
$3.81M
Buy
75,479
+701
+0.9%
+$37.2K
2.27%
19
2024
Q3
$4.21M
Buy
74,778
+3,984
+6%
+$215K
2.48%
18
2024
Q2
$3.39M
Sell
70,794
-5,974
-8%
-$286K
2.23%
19
2024
Q1
$4.06M
Buy
76,768
+125
+0.2%
+$6.6K
3.69%
11
2023
Q4
$4.06M
Buy
76,643
+64,643
+539%
+$3.01M
2.78%
12
2023
Q3
$575K
Sell
12,000
-74,247
-86%
-$3.82M
0.98%
19
2023
Q2
$4.57M
Sell
86,247
-431
-0.5%
-$22.5K
2.99%
13
2023
Q1
$4.63M
Buy
86,678
+25,687
+42%
+$1.34M
3.38%
11
2022
Q4
$2.75M
Hold
60,991
–
–
1.86%
22
2022
Q3
$2.75M
Sell
60,991
-2
-0%
-$101
1.86%
22
2022
Q2
$2.91M
Buy
60,993
+12,015
+25%
+$658K
3.25%
15
2022
Q1
$2.87M
Buy
48,978
+4,664
+11%
+$279K
1.77%
28
2021
Q4
$2.84M
Buy
+44,314
New
+$2.67M
1.79%
29
Other funds holding FR
BlackRock
New York
$5.7T 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
$653B AUM
32.41%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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