Mackenzie Financial
FR icon

Mackenzie Financial’s First Industrial Realty Trust FR Stock Holding History

Mackenzie Financial’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
2023
Q4 		– Sell
-7,121
Closed -$326K – 1530
2023
Q3 		$326K Buy
+7,121
New +$367K ﹤0.01% 1113
2021
Q1 		– Sell
-10,101
Closed -$426K – 1151
2020
Q4 		$426K Buy
+10,101
New +$423K ﹤0.01% 873

Other funds holding FR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Blackstone Inc
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mackenzie Financial's FR Position: Q4 2023 in Review

Mackenzie Financial sold out of First Industrial Realty Trust (FR) in Q4 2023, closing a stake of 7,121 shares — an estimated $326K sold.

Mackenzie Financial first reported a position in FR in Q4 2020 and held it in 2 quarters. The position peaked at $426K in Q4 2020. 362 funds tracked by Wall St. Rank hold FR as of Q4 2023.

  • Mackenzie Financial reported no remaining First Industrial Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Mackenzie Financial sold 7,121 First Industrial Realty Trust shares in Q4 2023, an estimated $326K.
  • Mackenzie Financial first reported a position in First Industrial Realty Trust in Q4 2020 and held it in 2 quarters.
  • Mackenzie Financial's First Industrial Realty Trust position peaked at $426K in Q4 2020.
  • 362 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q4 2023.

Based on Mackenzie Financial's 13F filing for Q4 2023, filed 30 Jan 2024.