Sovran Advisors’s First Industrial Realty Trust FR Stock Holding History

Sovran Advisors’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
2025 Q4	–	Sell	-5,404	Closed	-$302K	–	566
2025 Q3	$302K	Sell	5,404 -24	-0.4%	-$1.21K	0.03%	431
2025 Q2	$263K	Sell	5,428 -1,232	-18%	-$60K	0.03%	424
2025 Q1	$317K	Sell	6,660 -5,975	-47%	-$323K	0.04%	366
2024 Q4	$631K	Buy	+12,635	New	+$670K	0.09%	227

Other funds holding FR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Sovran Advisors's FR Position: Q4 2025 in Review

Sovran Advisors sold out of First Industrial Realty Trust (FR) in Q4 2025, closing a stake of 5,404 shares — an estimated $302K sold.

Sovran Advisors first reported a position in FR in Q4 2024 and held it in 4 quarters. The position peaked at $631K in Q4 2024. 450 funds tracked by Wall St. Rank hold FR as of Q4 2025.

Sovran Advisors reported no remaining First Industrial Realty Trust position as of Q4 2025 after selling out during the quarter.
Sovran Advisors sold 5,404 First Industrial Realty Trust shares in Q4 2025, an estimated $302K.
Sovran Advisors first reported a position in First Industrial Realty Trust in Q4 2024 and held it in 4 quarters.
Sovran Advisors's First Industrial Realty Trust position peaked at $631K in Q4 2024.
450 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q4 2025.

Based on Sovran Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.