NFG
FR icon

Next Financial Group’s First Industrial Realty Trust FR Stock Holding History

Next Financial Group’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
2021
Q4 		$16K Buy
246
+177
+257% +$10.7K ﹤0.01% 1982
2021
Q3 		$4K Hold
69
– – ﹤0.01% 2310
2021
Q2 		$4K Hold
69
– – ﹤0.01% 2249
2021
Q1 		$3K Buy
69
+41
+146% +$1.77K ﹤0.01% 2219
2020
Q4 		$1K Buy
+28
New +$1.17K ﹤0.01% 2271

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Next Financial Group's FR Position: Q4 2021 in Review

Next Financial Group increased its First Industrial Realty Trust (FR) stake by 257% in Q4 2021, buying an estimated $10.7K and bringing the position to 246 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1982.

Next Financial Group first reported a position in FR in Q4 2020 and has held it in 5 quarters since. 360 funds tracked by Wall St. Rank hold FR as of Q4 2021.

  • Next Financial Group held 246 shares of First Industrial Realty Trust worth $16K as of Q4 2021.
  • Next Financial Group bought 177 First Industrial Realty Trust shares in Q4 2021, an estimated $10.7K.
  • First Industrial Realty Trust made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1982 holding.
  • Next Financial Group first reported a position in First Industrial Realty Trust in Q4 2020 and has held it in 5 quarters since.
  • 360 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.