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Integrated Wealth Concepts’s First Industrial Realty Trust FR Stock Holding History

Integrated Wealth Concepts’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 		$286K Sell
4,659
-15
-0.3% -$929 ﹤0.01% 2005
2026
Q1 		$270K Buy
+4,674
New +$278K ﹤0.01% 1924

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

Integrated Wealth Concepts's FR Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its First Industrial Realty Trust (FR) stake by 0.32% in Q2 2026, selling an estimated $929 and leaving 4,659 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #2005.

Integrated Wealth Concepts first reported a position in FR in Q1 2026 and has held it in 2 quarters since. 490 funds tracked by Wall St. Rank hold FR as of Q2 2026.

  • Integrated Wealth Concepts held 4,659 shares of First Industrial Realty Trust worth $286K as of Q2 2026.
  • Integrated Wealth Concepts sold 15 First Industrial Realty Trust shares in Q2 2026, an estimated $929.
  • First Industrial Realty Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2005 holding.
  • Integrated Wealth Concepts first reported a position in First Industrial Realty Trust in Q1 2026 and has held it in 2 quarters since.
  • 490 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.