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Pinnacle Wealth Planning Services’s First Industrial Realty Trust FR Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$2.21K Buy
36
+7
+24% +$433 ﹤0.01% 2458
2026
Q1 		$1.68K Buy
29
+15
+107% +$892 ﹤0.01% 2474
2025
Q4 		$802 Buy
+14
New +$781 ﹤0.01% 2607
2021
Q1 		– Sell
-336
Closed -$14K – 942
2020
Q4 		$14K Buy
+336
New +$14.1K ﹤0.01% 1284

Other funds holding FR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Pinnacle Wealth Planning Services's FR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its First Industrial Realty Trust (FR) stake by 24% in Q2 2026, buying an estimated $433 and bringing the position to 36 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #2458.

Pinnacle Wealth Planning Services first reported a position in FR in Q4 2020 and has held it in 4 quarters since. The position peaked at $14K in Q4 2020. 490 funds tracked by Wall St. Rank hold FR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 36 shares of First Industrial Realty Trust worth $2.21K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 7 First Industrial Realty Trust shares in Q2 2026, an estimated $433.
  • First Industrial Realty Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2458 holding.
  • Pinnacle Wealth Planning Services first reported a position in First Industrial Realty Trust in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's First Industrial Realty Trust position peaked at $14K in Q4 2020.
  • 490 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.