EPW
FR icon

Evolve Private Wealth’s First Industrial Realty Trust FR Stock Holding History

Evolve Private Wealth’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 		$245K Sell
3,961
-4,702
-54% -$291K 0.02% 836
2026
Q1 		$501K Buy
8,663
+79
+0.9% +$4.7K 0.03% 579
2025
Q4 		$496K Buy
+8,584
New +$479K 0.03% 532

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

Evolve Private Wealth's FR Position: Q2 2026 in Review

Evolve Private Wealth reduced its First Industrial Realty Trust (FR) stake by 54% in Q2 2026, selling an estimated $291K and leaving 3,961 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #836.

Evolve Private Wealth first reported a position in FR in Q4 2025 and has held it in 3 quarters since. The position peaked at $501K in Q1 2026. 488 funds tracked by Wall St. Rank hold FR as of Q2 2026.

  • Evolve Private Wealth held 3,961 shares of First Industrial Realty Trust worth $245K as of Q2 2026.
  • Evolve Private Wealth sold 4,702 First Industrial Realty Trust shares in Q2 2026, an estimated $291K.
  • First Industrial Realty Trust made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #836 holding.
  • Evolve Private Wealth first reported a position in First Industrial Realty Trust in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's First Industrial Realty Trust position peaked at $501K in Q1 2026.
  • 488 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2026.

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