Institutional & Family Asset Management’s First Industrial Realty Trust FR Stock Holding History

Institutional & Family Asset 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
2022 Q4	–	Sell	-101	Closed	-$5K	–	748
2022 Q3	$5K	Sell	101 -12	-11%	-$607	﹤0.01%	476
2022 Q2	$5K	Hold	113	–	–	﹤0.01%	487
2022 Q1	$7K	Buy	113 +23	+26%	+$1.38K	﹤0.01%	489
2021 Q4	$6K	Hold	90	–	–	﹤0.01%	525
2021 Q3	$5K	Hold	90	–	–	﹤0.01%	655
2021 Q2	$5K	Buy	90 +27	+43%	+$1.36K	﹤0.01%	706
2021 Q1	$3K	Buy	63 +19	+43%	+$820	﹤0.01%	748
2020 Q4	$2K	Hold	44	–	–	﹤0.01%	760
2020 Q3	$2K	Hold	44	–	–	﹤0.01%	692
2020 Q2	$2K	Buy	44 +2	+5%	+$73	﹤0.01%	686
2020 Q1	$1K	Hold	42	–	–	﹤0.01%	734
2019 Q4	$2K	Hold	42	–	–	﹤0.01%	736
2019 Q3	$2K	Hold	42	–	–	﹤0.01%	696
2019 Q2	$2K	Hold	42	–	–	﹤0.01%	711
2019 Q1	$1K	Hold	42	–	–	﹤0.01%	786
2018 Q4	$1K	Hold	42	–	–	﹤0.01%	765
2018 Q3	$1K	Hold	42	–	–	﹤0.01%	801
2018 Q2	$1K	Hold	42	–	–	﹤0.01%	794
2018 Q1	$1K	Buy	+42	New	+$1.24K	﹤0.01%	784

Other funds holding FR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Institutional & Family Asset Management's FR Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of First Industrial Realty Trust (FR) in Q4 2022, closing a stake of 101 shares — an estimated $5K sold.

Institutional & Family Asset Management first reported a position in FR in Q1 2018 and held it in 19 quarters. The position peaked at $7K in Q1 2022. 343 funds tracked by Wall St. Rank hold FR as of Q4 2022.

Institutional & Family Asset Management reported no remaining First Industrial Realty Trust position as of Q4 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 101 First Industrial Realty Trust shares in Q4 2022, an estimated $5K.
Institutional & Family Asset Management first reported a position in First Industrial Realty Trust in Q1 2018 and held it in 19 quarters.
Institutional & Family Asset Management's First Industrial Realty Trust position peaked at $7K in Q1 2022.
343 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.