Private Wealth Management Group’s First Industrial Realty Trust FR Stock Holding History

Private Wealth Management 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
2026 Q2	$4.54K	Hold	74	–	–	﹤0.01%	881
2026 Q1	$4.28K	Hold	74	–	–	﹤0.01%	832
2025 Q4	$4.24K	Sell	74 -17	-19%	-$949	﹤0.01%	839
2025 Q3	$4.68K	Hold	91	–	–	﹤0.01%	812
2025 Q2	$4.38K	Hold	91	–	–	﹤0.01%	815
2025 Q1	$4.91K	Hold	91	–	–	﹤0.01%	732
2024 Q4	$4.56K	Hold	91	–	–	﹤0.01%	780
2024 Q3	$5.09K	Hold	91	–	–	﹤0.01%	730
2024 Q2	$4.32K	Hold	91	–	–	﹤0.01%	757
2024 Q1	$4.78K	Hold	91	–	–	﹤0.01%	636
2023 Q4	$4.79K	Buy	+91	New	+$4.24K	﹤0.01%	644

Other funds holding FR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Private Wealth Management Group's FR Position: Q2 2026 in Review

Private Wealth Management Group held its First Industrial Realty Trust (FR) position steady in Q2 2026 at 74 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Private Wealth Management Group first reported a position in FR in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.09K in Q3 2024. 488 funds tracked by Wall St. Rank hold FR as of Q2 2026.

Private Wealth Management Group held 74 shares of First Industrial Realty Trust worth $4.54K as of Q2 2026.
Private Wealth Management Group left its First Industrial Realty Trust share count unchanged in Q2 2026.
First Industrial Realty Trust made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #881 holding.
Private Wealth Management Group first reported a position in First Industrial Realty Trust in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's First Industrial Realty Trust position peaked at $5.09K in Q3 2024.
488 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.