Tortoise Investment Management’s First Industrial Realty Trust FR Stock Holding History

Tortoise Investment Management’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	-2	Closed	-$103	–	681
2025 Q3	$103	Buy	+2	New	+$100	﹤0.01%	1381
2019 Q3	–	Sell	-500	Closed	-$18K	–	612
2019 Q2	$18K	Hold	500	–	–	﹤0.01%	356
2019 Q1	$18K	Hold	500	–	–	﹤0.01%	340
2018 Q4	$14K	Hold	500	–	–	﹤0.01%	352
2018 Q3	$16K	Hold	500	–	–	﹤0.01%	350
2018 Q2	$17K	Hold	500	–	–	﹤0.01%	355
2018 Q1	$15K	Hold	500	–	–	﹤0.01%	352
2017 Q4	$16K	Hold	500	–	–	﹤0.01%	340
2017 Q3	$15K	Hold	500	–	–	﹤0.01%	322
2017 Q2	$14K	Hold	500	–	–	﹤0.01%	321
2017 Q1	$13K	Hold	500	–	–	﹤0.01%	304
2016 Q4	$14K	Hold	500	–	–	﹤0.01%	297
2016 Q3	$14K	Buy	+500	New	+$14.3K	﹤0.01%	276

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

Tortoise Investment Management's FR Position: Q4 2025 in Review

Tortoise Investment Management sold out of First Industrial Realty Trust (FR) in Q4 2025, closing a stake of 2 shares — an estimated $103 sold.

Tortoise Investment Management first reported a position in FR in Q3 2016 and held it in 13 quarters. The position peaked at $18K in Q2 2019. 450 funds tracked by Wall St. Rank hold FR as of Q4 2025.

Tortoise Investment Management reported no remaining First Industrial Realty Trust position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 2 First Industrial Realty Trust shares in Q4 2025, an estimated $103.
Tortoise Investment Management first reported a position in First Industrial Realty Trust in Q3 2016 and held it in 13 quarters.
Tortoise Investment Management's First Industrial Realty Trust position peaked at $18K in Q2 2019.
450 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.