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Mount Yale Investment Advisors’s First Industrial Realty Trust FR Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-831
Closed -$40K – 1018
2025
Q2 		$40K Buy
+831
New +$40.5K ﹤0.01% 877
2018
Q4 		– Sell
-3,079
Closed -$99K – 482
2018
Q3 		$99K Sell
3,079
-570
-16% -$18.5K 0.02% 447
2018
Q2 		$122K Sell
3,649
-1,337
-27% -$42.1K 0.02% 399
2018
Q1 		$146K Buy
+4,986
New +$147K 0.03% 343

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mount Yale Investment Advisors's FR Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of First Industrial Realty Trust (FR) in Q3 2025, closing a stake of 831 shares — an estimated $40K sold.

Mount Yale Investment Advisors first reported a position in FR in Q1 2018 and held it in 4 quarters. The position peaked at $146K in Q1 2018. 417 funds tracked by Wall St. Rank hold FR as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining First Industrial Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 831 First Industrial Realty Trust shares in Q3 2025, an estimated $40K.
  • Mount Yale Investment Advisors first reported a position in First Industrial Realty Trust in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's First Industrial Realty Trust position peaked at $146K in Q1 2018.
  • 417 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.