Naviter Wealth’s First Industrial Realty Trust FR Stock Holding History

Naviter Wealth’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
2022 Q4	–	Sell	-4,501	Closed	-$203K	–	196
2022 Q3	$203K	Sell	4,501 -13,549	-75%	-$686K	0.08%	178
2022 Q2	$862K	Sell	18,050 -1,251	-6%	-$68.5K	0.35%	63
2022 Q1	$1.2M	Buy	19,301 +229	+1%	+$13.7K	0.4%	47
2021 Q4	$1.27M	Buy	+19,072	New	+$1.15M	0.38%	52

Other funds holding FR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Naviter Wealth's FR Position: Q4 2022 in Review

Naviter Wealth sold out of First Industrial Realty Trust (FR) in Q4 2022, closing a stake of 4,501 shares — an estimated $203K sold.

Naviter Wealth first reported a position in FR in Q4 2021 and held it in 4 quarters. The position peaked at $1.27M in Q4 2021. 343 funds tracked by Wall St. Rank hold FR as of Q4 2022.

Naviter Wealth reported no remaining First Industrial Realty Trust position as of Q4 2022 after selling out during the quarter.
Naviter Wealth sold 4,501 First Industrial Realty Trust shares in Q4 2022, an estimated $203K.
Naviter Wealth first reported a position in First Industrial Realty Trust in Q4 2021 and held it in 4 quarters.
Naviter Wealth's First Industrial Realty Trust position peaked at $1.27M in Q4 2021.
343 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q4 2022.

Based on Naviter Wealth's 13F filing for Q4 2022, filed 31 Jan 2023.