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Golden State Wealth Management’s First Industrial Realty Trust FR Stock Holding History

Golden State Wealth 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
-100
Closed -$5.4K – 1604
2025
Q1 		$5.4K Hold
100
– – ﹤0.01% 1159
2024
Q4 		$5.01K Buy
+100
New +$5.31K ﹤0.01% 1120

Other funds holding FR

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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

Golden State Wealth Management's FR Position: Q2 2025 in Review

Golden State Wealth Management sold out of First Industrial Realty Trust (FR) in Q2 2025, closing a stake of 100 shares — an estimated $5.4K sold.

Golden State Wealth Management first reported a position in FR in Q4 2024 and held it in 2 quarters. The position peaked at $5.4K in Q1 2025. 420 funds tracked by Wall St. Rank hold FR as of Q2 2025.

  • Golden State Wealth Management reported no remaining First Industrial Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 100 First Industrial Realty Trust shares in Q2 2025, an estimated $5.4K.
  • Golden State Wealth Management first reported a position in First Industrial Realty Trust in Q4 2024 and held it in 2 quarters.
  • Golden State Wealth Management's First Industrial Realty Trust position peaked at $5.4K in Q1 2025.
  • 420 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.