Sun Life Financial’s First Industrial Realty Trust FR Stock Holding History

Sun Life Financial’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	$994K	Hold	17,185	–	–	0.06%	29
2025 Q4	$984K	Sell	17,185 -142,957	-89%	-$7.98M	0.05%	32
2025 Q3	$8.24M	Hold	160,142	–	–	0.42%	21
2025 Q2	$7.71M	Buy	160,142 +8,766	+6%	+$427K	0.42%	24
2025 Q1	$8.17M	Hold	151,376	–	–	0.52%	23
2024 Q4	$7.59M	Hold	151,376	–	–	0.42%	26
2024 Q3	$8.47M	Sell	151,376 -101,480	-40%	-$5.47M	0.47%	25
2024 Q2	$12M	Hold	252,856	–	–	0.72%	18
2024 Q1	$13.3M	Hold	252,856	–	–	0.84%	18
2023 Q4	$13.3M	Hold	252,856	–	–	0.8%	17
2023 Q3	$12M	Hold	252,856	–	–	0.89%	15
2023 Q2	$13.3M	Hold	252,856	–	–	0.81%	18
2023 Q1	$13.5M	Hold	252,856	–	–	0.95%	18
2022 Q4	$12.2M	Hold	252,856	–	–	0.93%	16
2022 Q3	$11.3M	Hold	252,856	–	–	0.91%	16
2022 Q2	$12M	Buy	252,856 +59,622	+31%	+$3.27M	0.91%	16
2022 Q1	$12M	Buy	193,234 +128,285	+198%	+$7.68M	0.55%	17
2021 Q4	$4.3M	Buy	+64,949	New	+$3.91M	0.16%	25

Other funds holding FR

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sun Life Financial's FR Position: Q1 2026 in Review

Sun Life Financial held its First Industrial Realty Trust (FR) position steady in Q1 2026 at 17,185 shares worth $994K. The position accounts for 0.06% of the portfolio, ranked #29.

Sun Life Financial first reported a position in FR in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.5M in Q1 2023. 460 funds tracked by Wall St. Rank hold FR as of Q1 2026.

Sun Life Financial held 17,185 shares of First Industrial Realty Trust worth $994K as of Q1 2026.
Sun Life Financial left its First Industrial Realty Trust share count unchanged in Q1 2026.
First Industrial Realty Trust made up 0.06% of Sun Life Financial's portfolio in Q1 2026, its #29 holding.
Sun Life Financial first reported a position in First Industrial Realty Trust in Q4 2021 and has held it in 18 quarters since.
Sun Life Financial's First Industrial Realty Trust position peaked at $13.5M in Q1 2023.
460 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q1 2026.

Based on Sun Life Financial's 13F filing for Q1 2026, filed 14 May 2026.