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Crestwood Advisors Group’s First Industrial Realty Trust FR Stock Holding History

Crestwood Advisors 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
Q2 		$344K Buy
5,617
+1,491
+36% +$92.3K 0.01% 625
2026
Q1 		$239K Buy
+4,126
New +$245K ﹤0.01% 676

Other funds holding FR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Crestwood Advisors Group's FR Position: Q2 2026 in Review

Crestwood Advisors Group increased its First Industrial Realty Trust (FR) stake by 36% in Q2 2026, buying an estimated $92.3K and bringing the position to 5,617 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #625.

Crestwood Advisors Group first reported a position in FR in Q1 2026 and has held it in 2 quarters since. 490 funds tracked by Wall St. Rank hold FR as of Q2 2026.

  • Crestwood Advisors Group held 5,617 shares of First Industrial Realty Trust worth $344K as of Q2 2026.
  • Crestwood Advisors Group bought 1,491 First Industrial Realty Trust shares in Q2 2026, an estimated $92.3K.
  • First Industrial Realty Trust made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #625 holding.
  • Crestwood Advisors Group first reported a position in First Industrial Realty Trust in Q1 2026 and has held it in 2 quarters since.
  • 490 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.