GM
FR icon

GeoWealth Management’s First Industrial Realty Trust FR Stock Holding History

GeoWealth 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
2025
Q2 		– Sell
-8,747
Closed -$472K – 1244
2025
Q1 		$472K Sell
8,747
-2
-0% -$108 0.02% 431
2024
Q4 		$439K Buy
8,749
+178
+2% +$9.44K 0.01% 499
2024
Q3 		$480K Buy
8,571
+9
+0.1% +$485 0.02% 475
2024
Q2 		$407K Hold
8,562
– – 0.02% 489
2024
Q1 		$450K Buy
+8,562
New +$452K 0.02% 469

Other funds holding FR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GeoWealth Management's FR Position: Q2 2025 in Review

GeoWealth Management sold out of First Industrial Realty Trust (FR) in Q2 2025, closing a stake of 8,747 shares — an estimated $472K sold.

GeoWealth Management first reported a position in FR in Q1 2024 and held it in 5 quarters. The position peaked at $480K in Q3 2024. 420 funds tracked by Wall St. Rank hold FR as of Q2 2025.

  • GeoWealth Management reported no remaining First Industrial Realty Trust position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 8,747 First Industrial Realty Trust shares in Q2 2025, an estimated $472K.
  • GeoWealth Management first reported a position in First Industrial Realty Trust in Q1 2024 and held it in 5 quarters.
  • GeoWealth Management's First Industrial Realty Trust position peaked at $480K in Q3 2024.
  • 420 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.