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Summit Securities Group’s First Industrial Realty Trust FR Stock Holding History

Summit Securities 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
2024
Q4 		– Sell
-1
Closed – – 729
2024
Q3 		$0 Buy
+1
New +$54 ﹤0.01% 681
2023
Q1 		– Sell
-6,237
Closed -$301K – 983
2022
Q4 		$301K Buy
+6,237
New +$297K 0.01% 380

Other funds holding FR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Securities Group's FR Position: Q4 2024 in Review

Summit Securities Group sold out of First Industrial Realty Trust (FR) in Q4 2024, closing a stake of 1 share.

Summit Securities Group first reported a position in FR in Q4 2022 and held it in 2 quarters. The position peaked at $301K in Q4 2022. 415 funds tracked by Wall St. Rank hold FR as of Q4 2024.

  • Summit Securities Group reported no remaining First Industrial Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Summit Securities Group sold 1 First Industrial Realty Trust share in Q4 2024.
  • Summit Securities Group first reported a position in First Industrial Realty Trust in Q4 2022 and held it in 2 quarters.
  • Summit Securities Group's First Industrial Realty Trust position peaked at $301K in Q4 2022.
  • 415 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q4 2024.

Based on Summit Securities Group's 13F filing for Q4 2024, filed 12 Feb 2025.