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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$855K Buy
13,940
+2
+0% +$124 0.03% 446
2026
Q1
$806K Hold
13,938
0.04% 422
2025
Q4
$798K Buy
13,938
+1
+0% +$56 0.04% 397
2025
Q3
$717K Sell
13,937
-995
-7% -$50K 0.04% 384
2025
Q2
$719K Hold
14,932
0.06% 326
2025
Q1
$806K Sell
14,932
-1,887
-11% -$102K 0.07% 293
2024
Q4
$843K Buy
16,819
+71
+0.4% +$3.77K 0.06% 311
2024
Q3
$938K Sell
16,748
-750
-4% -$40.4K 0.07% 308
2024
Q2
$831K Buy
17,498
+7,500
+75% +$359K 0.07% 269
2024
Q1
$525K Sell
9,998
-10,410
-51% -$550K 0.06% 334
2023
Q4
$1.07M Buy
+20,408
New +$951K 0.12% 183
2023
Q3
Sell
-20,141
Closed -$1.06M 453
2023
Q2
$1.06M Buy
+20,141
New +$1.05M 0.34% 75

Other funds holding FR

Kingswood Wealth Advisors's FR Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its First Industrial Realty Trust (FR) stake by 0.01% in Q2 2026, buying an estimated $124 and bringing the position to 13,940 shares worth $855K. The position accounts for 0.03% of the portfolio, ranked #446.

Kingswood Wealth Advisors first reported a position in FR in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.07M in Q4 2023. 488 funds tracked by Wall St. Rank hold FR as of Q2 2026.

  • Kingswood Wealth Advisors held 13,940 shares of First Industrial Realty Trust worth $855K as of Q2 2026.
  • Kingswood Wealth Advisors bought 2 First Industrial Realty Trust shares in Q2 2026, an estimated $124.
  • First Industrial Realty Trust made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #446 holding.
  • Kingswood Wealth Advisors first reported a position in First Industrial Realty Trust in Q2 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's First Industrial Realty Trust position peaked at $1.07M in Q4 2023.
  • 488 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.