Creative Planning’s First Industrial Realty Trust FR Stock Holding History

Creative Planning’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	$3.48M	Buy	60,194 +42,157	+234%	+$2.51M	﹤0.01%	1456
2025 Q4	$1.03M	Buy	18,037 +7,132	+65%	+$398K	﹤0.01%	2253
2025 Q3	$561K	Buy	10,905 +3,964	+57%	+$199K	﹤0.01%	2611
2025 Q2	$334K	Sell	6,941 -4,019	-37%	-$196K	﹤0.01%	2809
2025 Q1	$591K	Buy	10,960 +4,805	+78%	+$260K	﹤0.01%	2137
2024 Q4	$309K	Buy	6,155 +1,540	+33%	+$81.7K	﹤0.01%	2643
2024 Q3	$258K	Buy	+4,615	New	+$249K	﹤0.01%	2648
2023 Q3	–	Sell	-6,685	Closed	-$352K	–	2954
2023 Q2	$352K	Buy	6,685 +148	+2%	+$7.73K	﹤0.01%	1786
2023 Q1	$348K	Buy	+6,537	New	+$341K	﹤0.01%	1703
2017 Q3	–	Sell	-285	Closed	-$8K	–	2535
2017 Q2	$8K	Hold	285	–	–	﹤0.01%	3743
2017 Q1	$8K	Hold	285	–	–	﹤0.01%	3714
2016 Q4	$8K	Buy	+285	New	+$7.59K	﹤0.01%	3682
2016 Q3	–	Sell	-500	Closed	-$14K	–	4623
2016 Q2	$14K	Buy	+500	New	+$12.2K	﹤0.01%	3020
2015 Q1	–	Sell	-700	Closed	-$14K	–	4280
2014 Q4	$14K	Hold	700	–	–	﹤0.01%	2910
2014 Q3	$12K	Hold	700	–	–	﹤0.01%	2836
2014 Q2	$13K	Hold	700	–	–	﹤0.01%	2732
2014 Q1	$14K	Hold	700	–	–	﹤0.01%	2581
2013 Q4	$12K	Hold	700	–	–	﹤0.01%	2462
2013 Q3	$11K	Hold	700	–	–	﹤0.01%	2403
2013 Q2	$11K	Buy	+700	New	+$11.9K	﹤0.01%	2219

Other funds holding FR

BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

Creative Planning's FR Position: Q1 2026 in Review

Creative Planning increased its First Industrial Realty Trust (FR) stake by 234% in Q1 2026, buying an estimated $2.51M and bringing the position to 60,194 shares worth $3.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1456.

Creative Planning first reported a position in FR in Q2 2013 and has held it in 20 quarters since. 460 funds tracked by Wall St. Rank hold FR as of Q1 2026.

Creative Planning held 60,194 shares of First Industrial Realty Trust worth $3.48M as of Q1 2026.
Creative Planning bought 42,157 First Industrial Realty Trust shares in Q1 2026, an estimated $2.51M.
First Industrial Realty Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1456 holding.
Creative Planning first reported a position in First Industrial Realty Trust in Q2 2013 and has held it in 20 quarters since.
460 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.