GoalVest Advisory’s First Industrial Realty Trust FR Stock Holding History

GoalVest Advisory’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 Q3	$7.32K	Buy	+123	New	+$7.81K	﹤0.01%	497

Other funds holding FR

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

GoalVest Advisory's FR Position: Q3 2026 in Review

GoalVest Advisory opened a new position in First Industrial Realty Trust (FR) in Q3 2026: 123 shares worth $7.32K. The stake represents ﹤0.01% of the portfolio and ranks #497 among its holdings.

14 funds tracked by Wall St. Rank hold FR as of Q3 2026.

GoalVest Advisory held 123 shares of First Industrial Realty Trust worth $7.32K as of Q3 2026.
First Industrial Realty Trust was a new GoalVest Advisory position in Q3 2026.
First Industrial Realty Trust made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #497 holding.
14 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.