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Steward Financial Group’s First Industrial Realty Trust FR Stock Holding History

Steward Financial 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
2023
Q3 		$1K Buy
+36
New +$1.85K ﹤0.01% 1150
2023
Q2 		– Sell
-36
Closed -$1K – 667
2023
Q1 		$1K Buy
+36
New +$1.88K ﹤0.01% 609

Other funds holding FR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Steward Financial Group's FR Position: Q3 2023 in Review

Steward Financial Group opened a new position in First Industrial Realty Trust (FR) in Q3 2023: 36 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1150 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in FR as recently as Q1 2023.

Steward Financial Group first reported a position in FR in Q1 2023 and has held it in 2 quarters since. 375 funds tracked by Wall St. Rank hold FR as of Q3 2023.

  • Steward Financial Group held 36 shares of First Industrial Realty Trust worth $1K as of Q3 2023.
  • First Industrial Realty Trust was a new Steward Financial Group position in Q3 2023.
  • First Industrial Realty Trust made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1150 holding.
  • Steward Financial Group first reported a position in First Industrial Realty Trust in Q1 2023 and has held it in 2 quarters since.
  • 375 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.