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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
Q2 		– Sell
-250
Closed -$14.5K – 1425
2026
Q1 		$14.5K Buy
250
+219
+706% +$13K ﹤0.01% 1507
2025
Q4 		$1.77K Buy
+31
New +$1.73K ﹤0.01% 2007

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

Root Financial Partners's FR Position: Q2 2026 in Review

Root Financial Partners sold out of First Industrial Realty Trust (FR) in Q2 2026, closing a stake of 250 shares — an estimated $14.5K sold.

Root Financial Partners first reported a position in FR in Q4 2025 and held it in 2 quarters. The position peaked at $14.5K in Q1 2026. 490 funds tracked by Wall St. Rank hold FR as of Q2 2026.

  • Root Financial Partners reported no remaining First Industrial Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 250 First Industrial Realty Trust shares in Q2 2026, an estimated $14.5K.
  • Root Financial Partners first reported a position in First Industrial Realty Trust in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's First Industrial Realty Trust position peaked at $14.5K in Q1 2026.
  • 490 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.