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Matthew Hamilton Rosenberg’s First Industrial Realty Trust FR Stock Holding History

Matthew Hamilton Rosenberg’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 		$123K Sell
2,065
-233
-10% -$14.8K 0.02% 319
2026
Q2 		$141K Buy
2,298
+425
+23% +$26.3K 0.03% 297
2026
Q1 		$108K Sell
1,873
-738
-28% -$43.9K 0.02% 313
2025
Q4 		$150K Hold
2,611
– – 0.03% 262
2025
Q3 		$134K Hold
2,611
– – 0.03% 267
2025
Q2 		$126K Hold
2,611
– – 0.03% 285
2025
Q1 		$141K Hold
2,611
– – 0.04% 247
2024
Q4 		$131K Sell
2,611
-154
-6% -$8.17K 0.03% 262
2024
Q3 		$155K Buy
2,765
+39
+1% +$2.1K 0.04% 236
2024
Q2 		$128K Sell
2,726
-185
-6% -$8.86K 0.04% 245
2024
Q1 		$150K Hold
2,911
– – 0.04% 238
2023
Q4 		$153K Sell
2,911
-345
-11% -$16.1K 0.05% 223
2023
Q3 		$155K Sell
3,256
-173
-5% -$8.91K 0.05% 214
2023
Q2 		$181K Hold
3,429
– – 0.06% 192
2023
Q1 		$182K Buy
3,429
+285
+9% +$14.8K 0.06% 198
2022
Q4 		$152K Buy
3,144
+277
+10% +$13.2K 0.05% 227
2022
Q3 		$128K Hold
2,867
– – 0.05% 236
2022
Q2 		$193K Hold
2,867
– – 0.07% 174
2022
Q1 		$177K Hold
2,867
– – 0.06% 206
2021
Q4 		$190K Hold
2,867
– – 0.07% 191
2021
Q3 		$149K Hold
2,867
– – 0.06% 218
2021
Q2 		$150K Hold
2,867
– – 0.08% 188
2021
Q1 		$131K Buy
2,867
+233
+9% +$10.1K 0.07% 201
2020
Q4 		$111K Hold
2,634
– – 0.07% 217
2020
Q3 		$105K Buy
2,634
+1,607
+156% +$66.3K 0.08% 197
2020
Q2 		$39K Buy
+1,027
New +$37.6K 0.03% 333

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
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 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

Matthew Hamilton Rosenberg's FR Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its First Industrial Realty Trust (FR) stake by 10% in Q3 2026, selling an estimated $14.8K and leaving 2,065 shares worth $123K. The position accounts for 0.02% of the portfolio, ranked #319.

Matthew Hamilton Rosenberg first reported a position in FR in Q2 2020 and has held it in 26 quarters since. The position peaked at $193K in Q2 2022. 14 funds tracked by Wall St. Rank hold FR as of Q3 2026.

  • Matthew Hamilton Rosenberg held 2,065 shares of First Industrial Realty Trust worth $123K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 233 First Industrial Realty Trust shares in Q3 2026, an estimated $14.8K.
  • First Industrial Realty Trust made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #319 holding.
  • Matthew Hamilton Rosenberg first reported a position in First Industrial Realty Trust in Q2 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's First Industrial Realty Trust position peaked at $193K in Q2 2022.
  • 14 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.