Corient Private Wealth
FR icon

Corient Private Wealth’s First Industrial Realty Trust FR Stock Holding History

Corient Private Wealth’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 		$8.68M Sell
151,175
-56,159
-27% -$3.34M 0.01% 667
2025
Q4 		$5.39M Buy
207,334
+177,129
+586% +$9.89M ﹤0.01% 1021
2025
Q3 		$1.55M Buy
30,205
+3,610
+14% +$181K ﹤0.01% 1190
2025
Q2 		$1.28M Buy
26,595
+229
+0.9% +$11.2K ﹤0.01% 1245
2025
Q1 		$1.42M Buy
26,366
+3,510
+15% +$190K ﹤0.01% 1119
2024
Q4 		$1.15M Sell
22,856
-8,264
-27% -$438K ﹤0.01% 1261
2024
Q3 		$1.74M Buy
31,120
+6,762
+28% +$364K ﹤0.01% 1161
2024
Q2 		$1.16M Sell
24,358
-157
-0.6% -$7.52K ﹤0.01% 1272
2024
Q1 		$1.29M Sell
24,515
-137
-0.6% -$7.24K ﹤0.01% 1227
2023
Q4 		$1.3M Buy
+24,652
New +$1.15M ﹤0.01% 1185
2023
Q3 		– Sell
-3,918
Closed -$206K – 2178
2023
Q2 		$206K Buy
+3,918
New +$205K ﹤0.01% 1865

Other funds holding FR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return