Lake Street Private Wealth’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
$393K Hold
6,409
0.04% 198
2026
Q1
$371K Hold
6,409
0.05% 194
2025
Q4
$367K Hold
6,409
0.04% 202
2025
Q3
$330K Hold
6,409
0.04% 206
2025
Q2
$308K Sell
6,409
-335
-5% -$16.3K 0.04% 205
2025
Q1
$364K Buy
6,744
+335
+5% +$18.1K 0.06% 179
2024
Q4
$321K Hold
6,409
0.05% 192
2024
Q3
$359K Hold
6,409
0.06% 197
2024
Q2
$304K Hold
6,409
0.04% 262
2024
Q1
$337K Sell
6,409
-1,132
-15% -$59.8K 0.05% 251
2023
Q4
$397K Sell
7,541
-2,704
-26% -$126K 0.06% 231
2023
Q3
$488K Hold
10,245
0.09% 186
2023
Q2
$539K Sell
10,245
-2,962
-22% -$155K 0.09% 176
2023
Q1
$703K Buy
+13,207
New +$688K 0.13% 153

Other funds holding FR

Lake Street Private Wealth's FR Position: Q2 2026 in Review

Lake Street Private Wealth held its First Industrial Realty Trust (FR) position steady in Q2 2026 at 6,409 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #198.

Lake Street Private Wealth first reported a position in FR in Q1 2023 and has held it in 14 quarters since. The position peaked at $703K in Q1 2023. 488 funds tracked by Wall St. Rank hold FR as of Q2 2026.

  • Lake Street Private Wealth held 6,409 shares of First Industrial Realty Trust worth $393K as of Q2 2026.
  • Lake Street Private Wealth left its First Industrial Realty Trust share count unchanged in Q2 2026.
  • First Industrial Realty Trust made up 0.04% of Lake Street Private Wealth's portfolio in Q2 2026, its #198 holding.
  • Lake Street Private Wealth first reported a position in First Industrial Realty Trust in Q1 2023 and has held it in 14 quarters since.
  • Lake Street Private Wealth's First Industrial Realty Trust position peaked at $703K in Q1 2023.
  • 488 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.