TFA
FR icon

Transamerica Financial Advisors’s First Industrial Realty Trust FR Stock Holding History

Transamerica Financial Advisors’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 		$21.7K Buy
371
+2
+0.5% +$119 ﹤0.01% 794
2025
Q4 		$21.3K Buy
369
+62
+20% +$3.46K ﹤0.01% 705
2025
Q3 		$15.9K Buy
+307
New +$15.4K ﹤0.01% 640
2024
Q3 		– Sell
-1
Closed -$1K – 613
2024
Q2 		$1K Hold
1
– – ﹤0.01% 440
2024
Q1 		$1K Hold
1
– – ﹤0.01% 484
2023
Q4 		$1K Hold
1
– – ﹤0.01% 461
2023
Q3 		$1K Hold
1
– – ﹤0.01% 489
2023
Q2 		$1K Hold
1
– – ﹤0.01% 460
2023
Q1 		$1K Hold
1
– – ﹤0.01% 444
2022
Q4 		$1K Hold
1
– – ﹤0.01% 502
2022
Q3 		$1K Hold
1
– – ﹤0.01% 471
2022
Q2 		$1K Buy
+1
New +$55 ﹤0.01% 484

Other funds holding FR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return