FM
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Forward Management’s First Industrial Realty Trust FR Stock Holding History

Forward 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
2014
Q1 		– Sell
-8,423
Closed -$147K – 366
2013
Q4 		$147K Buy
8,423
+1,000
+13% +$17.4K 0.01% 314
2013
Q3 		$121K Sell
7,423
-12,850
-63% -$207K 0.01% 321
2013
Q2 		$308K Buy
+20,273
New +$345K 0.03% 281

Other funds holding FR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Forward Management's FR Position: Q1 2014 in Review

Forward Management sold out of First Industrial Realty Trust (FR) in Q1 2014, closing a stake of 8,423 shares — an estimated $147K sold.

Forward Management first reported a position in FR in Q2 2013 and held it in 3 quarters. The position peaked at $308K in Q2 2013. 168 funds tracked by Wall St. Rank hold FR as of Q1 2014.

  • Forward Management reported no remaining First Industrial Realty Trust position as of Q1 2014 after selling out during the quarter.
  • Forward Management sold 8,423 First Industrial Realty Trust shares in Q1 2014, an estimated $147K.
  • Forward Management first reported a position in First Industrial Realty Trust in Q2 2013 and held it in 3 quarters.
  • Forward Management's First Industrial Realty Trust position peaked at $308K in Q2 2013.
  • 168 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q1 2014.

Based on Forward Management's 13F filing for Q1 2014, filed 8 May 2014.