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EP Wealth Advisors’s First Industrial Realty Trust FR Stock Holding History

EP Wealth Advisors’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 		$984K Buy
16,056
+1,649
+11% +$102K ﹤0.01% 753
2026
Q1 		$833K Buy
14,407
+614
+4% +$36.5K ﹤0.01% 705
2025
Q4 		$790K Buy
+13,793
New +$770K ﹤0.01% 690
2025
Q2 		$487K Buy
10,114
+698
+7% +$34K ﹤0.01% 791
2025
Q1 		$508K Sell
9,416
-73
-0.8% -$3.95K ﹤0.01% 704
2024
Q4 		$476K Buy
9,489
+385
+4% +$20.4K ﹤0.01% 707
2024
Q3 		$510K Buy
+9,104
New +$491K ﹤0.01% 688

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

EP Wealth Advisors's FR Position: Q2 2026 in Review

EP Wealth Advisors increased its First Industrial Realty Trust (FR) stake by 11% in Q2 2026, buying an estimated $102K and bringing the position to 16,056 shares worth $984K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

EP Wealth Advisors first reported a position in FR in Q3 2024 and has held it in 7 quarters since. 488 funds tracked by Wall St. Rank hold FR as of Q2 2026.

  • EP Wealth Advisors held 16,056 shares of First Industrial Realty Trust worth $984K as of Q2 2026.
  • EP Wealth Advisors bought 1,649 First Industrial Realty Trust shares in Q2 2026, an estimated $102K.
  • First Industrial Realty Trust made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #753 holding.
  • EP Wealth Advisors first reported a position in First Industrial Realty Trust in Q3 2024 and has held it in 7 quarters since.
  • 488 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.