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

HB 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
2026
Q2 		$334K Buy
5,449
+1,137
+26% +$70.4K ﹤0.01% 1318
2026
Q1 		$249K Buy
+4,312
New +$256K ﹤0.01% 1325

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

HB Wealth Management's FR Position: Q2 2026 in Review

HB Wealth Management increased its First Industrial Realty Trust (FR) stake by 26% in Q2 2026, buying an estimated $70.4K and bringing the position to 5,449 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

HB Wealth Management first reported a position in FR in Q1 2026 and has held it in 2 quarters since. 488 funds tracked by Wall St. Rank hold FR as of Q2 2026.

  • HB Wealth Management held 5,449 shares of First Industrial Realty Trust worth $334K as of Q2 2026.
  • HB Wealth Management bought 1,137 First Industrial Realty Trust shares in Q2 2026, an estimated $70.4K.
  • First Industrial Realty Trust made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1318 holding.
  • HB Wealth Management first reported a position in First Industrial Realty Trust in Q1 2026 and has held it in 2 quarters since.
  • 488 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.