True Wealth Design’s First Industrial Realty Trust FR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$108K Buy
1,754
+42
+2% +$2.6K 0.03% 239
2026
Q1
$99K Buy
1,712
+41
+2% +$2.44K 0.03% 221
2025
Q4
$95.7K Buy
1,671
+16
+1% +$893 0.03% 197
2025
Q3
$85.2K Buy
1,655
+403
+32% +$20.2K 0.03% 198
2025
Q2
$60.3K Buy
1,252
+1,137
+989% +$55.4K 0.02% 178
2025
Q1
$6.21K Buy
+115
New +$6.22K ﹤0.01% 613

Other funds holding FR

True Wealth Design's FR Position: Q2 2026 in Review

True Wealth Design increased its First Industrial Realty Trust (FR) stake by 2.5% in Q2 2026, buying an estimated $2.6K and bringing the position to 1,754 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #239.

True Wealth Design first reported a position in FR in Q1 2025 and has held it in 6 quarters since. 488 funds tracked by Wall St. Rank hold FR as of Q2 2026.

  • True Wealth Design held 1,754 shares of First Industrial Realty Trust worth $108K as of Q2 2026.
  • True Wealth Design bought 42 First Industrial Realty Trust shares in Q2 2026, an estimated $2.6K.
  • First Industrial Realty Trust made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #239 holding.
  • True Wealth Design first reported a position in First Industrial Realty Trust in Q1 2025 and has held it in 6 quarters since.
  • 488 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.