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

EverSource 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	$253K	Sell	4,133 -859	-17%	-$53.2K	0.01%	890
2026 Q1	$289K	Buy	4,992 +762	+18%	+$45.3K	0.01%	861
2025 Q4	$242K	Sell	4,230 -86	-2%	-$4.8K	0.01%	860
2025 Q3	$222K	Sell	4,316 -844	-16%	-$42.4K	0.01%	859
2025 Q2	$248K	Buy	5,160 +4,642	+896%	+$226K	0.01%	770
2025 Q1	$28K	Buy	518 +397	+328%	+$21.5K	﹤0.01%	1512
2024 Q4	$6.07K	Buy	+121	New	+$6.42K	﹤0.01%	2257
2024 Q2	–	Sell	-5	Closed	-$227	–	3091
2024 Q1	$227	Buy	+5	New	+$264	﹤0.01%	2793
2023 Q3	–	Sell	-39	Closed	-$2.05K	–	2561
2023 Q2	$2.05K	Hold	39	–	–	﹤0.01%	2020
2023 Q1	$2.08K	Hold	39	–	–	﹤0.01%	1930
2022 Q4	$1.88K	Hold	39	–	–	﹤0.01%	1925
2022 Q3	$2K	Buy	+39	New	+$1.97K	﹤0.01%	1665

Other funds holding FR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its First Industrial Realty Trust (FR) stake by 17% in Q2 2026, selling an estimated $53.2K and leaving 4,133 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #890.

EverSource Wealth Advisors first reported a position in FR in Q3 2022 and has held it in 12 quarters since. The position peaked at $289K in Q1 2026. 488 funds tracked by Wall St. Rank hold FR as of Q2 2026.

EverSource Wealth Advisors held 4,133 shares of First Industrial Realty Trust worth $253K as of Q2 2026.
EverSource Wealth Advisors sold 859 First Industrial Realty Trust shares in Q2 2026, an estimated $53.2K.
First Industrial Realty Trust made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #890 holding.
EverSource Wealth Advisors first reported a position in First Industrial Realty Trust in Q3 2022 and has held it in 12 quarters since.
EverSource Wealth Advisors's First Industrial Realty Trust position peaked at $289K in Q1 2026.
488 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.