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

NewEdge 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
2026
Q1 		– Sell
-3,536
Closed -$203K – 1190
2025
Q4 		$203K Buy
+3,536
New +$197K ﹤0.01% 1151
2023
Q4 		– Sell
-12,716
Closed -$605K – 745
2023
Q3 		$605K Sell
12,716
-22
-0.2% -$1.13K 0.02% 439
2023
Q2 		$671K Sell
12,738
-115
-0.9% -$6K 0.02% 417
2023
Q1 		$684K Buy
12,853
+275
+2% +$14.3K 0.03% 369
2022
Q4 		$607K Buy
12,578
+18
+0.1% +$859 0.03% 348
2022
Q3 		$563K Buy
12,560
+2,617
+26% +$132K 0.03% 340
2022
Q2 		$472K Buy
+9,943
New +$545K 0.02% 400

Other funds holding FR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

NewEdge Wealth's FR Position: Q1 2026 in Review

NewEdge Wealth sold out of First Industrial Realty Trust (FR) in Q1 2026, closing a stake of 3,536 shares — an estimated $203K sold.

NewEdge Wealth first reported a position in FR in Q2 2022 and held it in 7 quarters. The position peaked at $684K in Q1 2023. 460 funds tracked by Wall St. Rank hold FR as of Q1 2026.

  • NewEdge Wealth reported no remaining First Industrial Realty Trust position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 3,536 First Industrial Realty Trust shares in Q1 2026, an estimated $203K.
  • NewEdge Wealth first reported a position in First Industrial Realty Trust in Q2 2022 and held it in 7 quarters.
  • NewEdge Wealth's First Industrial Realty Trust position peaked at $684K in Q1 2023.
  • 460 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.