SAG
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SageView Advisory Group’s First Industrial Realty Trust FR Stock Holding History

SageView Advisory 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
Q1 		– Sell
-170
Closed -$9.74K – 1251
2025
Q4 		$9.74K Buy
+170
New +$9.49K ﹤0.01% 1724

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SageView Advisory Group's FR Position: Q1 2026 in Review

SageView Advisory Group sold out of First Industrial Realty Trust (FR) in Q1 2026, closing a stake of 170 shares — an estimated $9.74K sold.

SageView Advisory Group first reported a position in FR in Q4 2025 and held it in 1 quarter. The position peaked at $9.74K in Q4 2025. 463 funds tracked by Wall St. Rank hold FR as of Q1 2026.

  • SageView Advisory Group reported no remaining First Industrial Realty Trust position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 170 First Industrial Realty Trust shares in Q1 2026, an estimated $9.74K.
  • SageView Advisory Group first reported a position in First Industrial Realty Trust in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's First Industrial Realty Trust position peaked at $9.74K in Q4 2025.
  • 463 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.