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Congress Wealth Management’s First Industrial Realty Trust FR Stock Holding History

Congress Wealth Management’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 		$626K Buy
13,006
+1,893
+17% +$92.3K 0.01% 849
2025
Q1 		$600K Buy
11,113
+450
+4% +$24.3K 0.01% 762
2024
Q4 		$535K Hold
10,663
– – 0.01% 627
2024
Q3 		$597K Buy
+10,663
New +$575K 0.01% 604

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 $3.37T AUM 44.26% 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

Congress Wealth Management's FR Position: Q2 2025 in Review

Congress Wealth Management increased its First Industrial Realty Trust (FR) stake by 17% in Q2 2025, buying an estimated $92.3K and bringing the position to 13,006 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #849.

Congress Wealth Management first reported a position in FR in Q3 2024 and has held it in 4 quarters since. 420 funds tracked by Wall St. Rank hold FR as of Q2 2025.

  • Congress Wealth Management held 13,006 shares of First Industrial Realty Trust worth $626K as of Q2 2025.
  • Congress Wealth Management bought 1,893 First Industrial Realty Trust shares in Q2 2025, an estimated $92.3K.
  • First Industrial Realty Trust made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #849 holding.
  • Congress Wealth Management first reported a position in First Industrial Realty Trust in Q3 2024 and has held it in 4 quarters since.
  • 420 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.