FFG
FR icon

Fortem Financial Group’s First Industrial Realty Trust FR Stock Holding History

Fortem Financial 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 		$478K Sell
7,792
-413
-5% -$25.6K 0.1% 129
2026
Q1 		$475K Buy
8,205
+3,258
+66% +$194K 0.12% 128
2025
Q4 		$283K Buy
4,947
+114
+2% +$6.36K 0.08% 142
2025
Q3 		$249K Sell
4,833
-3,098
-39% -$156K 0.07% 142
2025
Q2 		$382K Sell
7,931
-1,445
-15% -$70.4K 0.12% 123
2025
Q1 		$506K Sell
9,376
-942
-9% -$51K 0.2% 124
2024
Q4 		$517K Buy
10,318
+292
+3% +$15.5K 0.2% 117
2024
Q3 		$561K Buy
10,026
+158
+2% +$8.51K 0.23% 114
2024
Q2 		$469K Buy
9,868
+438
+5% +$21K 0.2% 111
2024
Q1 		$495K Buy
9,430
+783
+9% +$41.4K 0.22% 113
2023
Q4 		$455K Buy
8,647
+253
+3% +$11.8K 0.23% 109
2023
Q3 		$399K Buy
8,394
+2,314
+38% +$119K 0.23% 110
2023
Q2 		$320K Buy
+6,080
New +$317K 0.19% 126

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

Fortem Financial Group's FR Position: Q2 2026 in Review

Fortem Financial Group reduced its First Industrial Realty Trust (FR) stake by 5% in Q2 2026, selling an estimated $25.6K and leaving 7,792 shares worth $478K. The position accounts for 0.1% of the portfolio, ranked #129.

Fortem Financial Group first reported a position in FR in Q2 2023 and has held it in 13 quarters since. The position peaked at $561K in Q3 2024. 488 funds tracked by Wall St. Rank hold FR as of Q2 2026.

  • Fortem Financial Group held 7,792 shares of First Industrial Realty Trust worth $478K as of Q2 2026.
  • Fortem Financial Group sold 413 First Industrial Realty Trust shares in Q2 2026, an estimated $25.6K.
  • First Industrial Realty Trust made up 0.1% of Fortem Financial Group's portfolio in Q2 2026, its #129 holding.
  • Fortem Financial Group first reported a position in First Industrial Realty Trust in Q2 2023 and has held it in 13 quarters since.
  • Fortem Financial Group's First Industrial Realty Trust position peaked at $561K in Q3 2024.
  • 488 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.