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

Dogwood 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
2026
Q2 		$10.6K Sell
173
-29
-14% -$1.79K ﹤0.01% 375
2026
Q1 		$11.7K Buy
202
+36
+22% +$2.14K 0.01% 315
2025
Q4 		$9.51K Hold
166
– – ﹤0.01% 303
2025
Q3 		$8.54K Sell
166
-67
-29% -$3.37K ﹤0.01% 299
2025
Q2 		$11.3K Buy
+233
New +$11.4K 0.01% 246

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

Dogwood Wealth Management's FR Position: Q2 2026 in Review

Dogwood Wealth Management reduced its First Industrial Realty Trust (FR) stake by 14% in Q2 2026, selling an estimated $1.79K and leaving 173 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Dogwood Wealth Management first reported a position in FR in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.7K in Q1 2026. 488 funds tracked by Wall St. Rank hold FR as of Q2 2026.

  • Dogwood Wealth Management held 173 shares of First Industrial Realty Trust worth $10.6K as of Q2 2026.
  • Dogwood Wealth Management sold 29 First Industrial Realty Trust shares in Q2 2026, an estimated $1.79K.
  • First Industrial Realty Trust made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #375 holding.
  • Dogwood Wealth Management first reported a position in First Industrial Realty Trust in Q2 2025 and has held it in 5 quarters since.
  • Dogwood Wealth Management's First Industrial Realty Trust position peaked at $11.7K in Q1 2026.
  • 488 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.