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

Summit Wealth 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 Q2	–	Sell	-21,280	Closed	–	–	146
2023 Q1	$0	Buy	+21,280	New	+$1.11M	﹤0.01%	195
2021 Q3	–	Sell	-400	Closed	-$21K	–	118
2021 Q2	$21K	Hold	400	–	–	0.03%	74
2021 Q1	$18K	Buy	+400	New	+$17.3K	0.03%	73

Other funds holding FR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Summit Wealth Group's FR Position: Q2 2023 in Review

Summit Wealth Group sold out of First Industrial Realty Trust (FR) in Q2 2023, closing a stake of 21,280 shares.

Summit Wealth Group first reported a position in FR in Q1 2021 and held it in 3 quarters. The position peaked at $21K in Q2 2021. 364 funds tracked by Wall St. Rank hold FR as of Q2 2023.

Summit Wealth Group reported no remaining First Industrial Realty Trust position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 21,280 First Industrial Realty Trust shares in Q2 2023.
Summit Wealth Group first reported a position in First Industrial Realty Trust in Q1 2021 and held it in 3 quarters.
Summit Wealth Group's First Industrial Realty Trust position peaked at $21K in Q2 2021.
364 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.