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Rush Island Management’s First Industrial Realty Trust FR Stock Holding History

Rush Island Management’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
Q1 		$101M Sell
1,754,344
-325,198
-16% -$19.3M 6.81% 8
2025
Q4 		$119M Buy
2,079,542
+25,713
+1% +$1.44M 7.44% 8
2025
Q3 		$106M Buy
2,053,829
+393,655
+24% +$19.8M 7.25% 9
2025
Q2 		$79.9M Buy
+1,660,174
New +$80.9M 5.16% 9
2025
Q1 		– Sell
-1,640,530
Closed -$82.2M – 15
2024
Q4 		$82.2M Buy
1,640,530
+553,567
+51% +$29.4M 5.47% 10
2024
Q3 		$60.8M Buy
+1,086,963
New +$58.6M 4.7% 7
2023
Q1 		– Sell
-1,101,095
Closed -$53.1M – 16
2022
Q4 		$53.1M Buy
+1,101,095
New +$52.5M 8.76% 5
2022
Q3 		– Sell
-1,148,769
Closed -$54.5M – 18
2022
Q2 		$54.5M Buy
1,148,769
+607,345
+112% +$33.3M 11.93% 3
2022
Q1 		$33.5M Buy
541,424
+30,710
+6% +$1.84M 6.97% 8
2021
Q4 		$33.8M Sell
510,714
-113,941
-18% -$6.86M 6.2% 9
2021
Q3 		$32.5M Buy
624,655
+46,218
+8% +$2.51M 6.42% 10
2021
Q2 		$30.2M Buy
578,437
+80,821
+16% +$4.06M 6.63% 5
2021
Q1 		$22.8M Buy
497,616
+206,262
+71% +$8.9M 7.59% 6
2020
Q4 		$12.3M Buy
291,354
+88,981
+44% +$3.72M 4.75% 10
2020
Q3 		$8.05M Sell
202,373
-28,027
-12% -$1.16M 3.96% 12
2020
Q2 		$8.86M Buy
+230,400
New +$8.43M 4.6% 10

Other funds holding FR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Rush Island Management's FR Position: Q1 2026 in Review

Rush Island Management reduced its First Industrial Realty Trust (FR) stake by 16% in Q1 2026, selling an estimated $19.3M and leaving 1,754,344 shares worth $101M. The position accounts for 6.81% of the portfolio, ranked #8.

Rush Island Management first reported a position in FR in Q2 2020 and has held it in 16 quarters since. The position peaked at $119M in Q4 2025. 460 funds tracked by Wall St. Rank hold FR as of Q1 2026.

  • Rush Island Management held 1,754,344 shares of First Industrial Realty Trust worth $101M as of Q1 2026.
  • Rush Island Management sold 325,198 First Industrial Realty Trust shares in Q1 2026, an estimated $19.3M.
  • First Industrial Realty Trust made up 6.81% of Rush Island Management's portfolio in Q1 2026, its #8 holding.
  • Rush Island Management first reported a position in First Industrial Realty Trust in Q2 2020 and has held it in 16 quarters since.
  • Rush Island Management's First Industrial Realty Trust position peaked at $119M in Q4 2025.
  • 460 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q1 2026.

Based on Rush Island Management's 13F filing for Q1 2026, filed 15 May 2026.