Root Financial Partners
FR icon

Root Financial Partners’s First Industrial Realty Trust FR Stock Holding History

Root Financial Partners’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
Q3 		$16.8K Buy
+282
New +$17.9K ﹤0.01% 1649
2026
Q2 		– Sell
-250
Closed -$14.5K – 1425
2026
Q1 		$14.5K Buy
250
+219
+706% +$13K ﹤0.01% 1507
2025
Q4 		$1.78K Buy
+31
New +$1.73K ﹤0.01% 2007

Other funds holding FR

Geode Capital Management
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Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Root Financial Partners's FR Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Industrial Realty Trust (FR) in Q3 2026: 282 shares worth $16.8K. The stake represents ﹤0.01% of the portfolio and ranks #1649 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FR as recently as Q1 2026.

Root Financial Partners first reported a position in FR in Q4 2025 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold FR as of Q3 2026.

  • Root Financial Partners held 282 shares of First Industrial Realty Trust worth $16.8K as of Q3 2026.
  • First Industrial Realty Trust was a new Root Financial Partners position in Q3 2026.
  • First Industrial Realty Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1649 holding.
  • Root Financial Partners first reported a position in First Industrial Realty Trust in Q4 2025 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.