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Legacy Wealth Asset Management’s First Industrial Realty Trust FR Stock Holding History

Legacy Wealth 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
2026
Q3 		$203K Sell
3,414
-2
-0.1% -$127 0.04% 349
2026
Q2 		$209K Sell
3,416
-103
-3% -$6.38K 0.05% 367
2026
Q1 		$204K Buy
+3,519
New +$209K 0.05% 368
2023
Q4 		– Sell
-9,353
Closed -$445K – 343
2023
Q3 		$445K Buy
9,353
+289
+3% +$14.9K 0.16% 227
2023
Q2 		$477K Buy
9,064
+378
+4% +$19.7K 0.17% 209
2023
Q1 		$462K Buy
8,686
+115
+1% +$5.99K 0.17% 209
2022
Q4 		$414K Buy
8,571
+134
+2% +$6.39K 0.16% 237
2022
Q3 		$378K Sell
8,437
-431
-5% -$21.8K 0.17% 223
2022
Q2 		$421K Buy
8,868
+251
+3% +$13.7K 0.17% 193
2022
Q1 		$533K Buy
8,617
+327
+4% +$19.6K 0.19% 180
2021
Q4 		$549K Sell
8,290
-232
-3% -$14K 0.19% 191
2021
Q3 		$444K Buy
8,522
+33
+0.4% +$1.79K 0.2% 186
2021
Q2 		$443K Sell
8,489
-4
-0% -$201 0.2% 191
2021
Q1 		$389K Sell
8,493
-2,148
-20% -$92.7K 0.18% 211
2020
Q4 		$448K Buy
+10,641
New +$445K 0.23% 169

Other funds holding FR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Legacy Wealth Asset Management's FR Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its First Industrial Realty Trust (FR) stake by 0.06% in Q3 2026, selling an estimated $127 and leaving 3,414 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #349.

Legacy Wealth Asset Management first reported a position in FR in Q4 2020 and has held it in 15 quarters since. The position peaked at $549K in Q4 2021. 14 funds tracked by Wall St. Rank hold FR as of Q3 2026.

  • Legacy Wealth Asset Management held 3,414 shares of First Industrial Realty Trust worth $203K as of Q3 2026.
  • Legacy Wealth Asset Management sold 2 First Industrial Realty Trust shares in Q3 2026, an estimated $127.
  • First Industrial Realty Trust made up 0.04% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #349 holding.
  • Legacy Wealth Asset Management first reported a position in First Industrial Realty Trust in Q4 2020 and has held it in 15 quarters since.
  • Legacy Wealth Asset Management's First Industrial Realty Trust position peaked at $549K in Q4 2021.
  • 14 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.