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Heartwood Wealth Advisors’s First Industrial Realty Trust FR Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-12
Closed -$618 – 358
2025
Q3 		$618 Buy
+12
New +$603 ﹤0.01% 585

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Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Heartwood Wealth Advisors's FR Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of First Industrial Realty Trust (FR) in Q4 2025, closing a stake of 12 shares — an estimated $618 sold.

Heartwood Wealth Advisors first reported a position in FR in Q3 2025 and held it in 1 quarter. The position peaked at $618 in Q3 2025. 450 funds tracked by Wall St. Rank hold FR as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining First Industrial Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 12 First Industrial Realty Trust shares in Q4 2025, an estimated $618.
  • Heartwood Wealth Advisors first reported a position in First Industrial Realty Trust in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's First Industrial Realty Trust position peaked at $618 in Q3 2025.
  • 450 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.