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

United Capital 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 Q2	$288K	Sell	4,694 -427	-8%	-$26.4K	﹤0.01%	1380
2026 Q1	$296K	Buy	5,121 +1,033	+25%	+$61.4K	﹤0.01%	1352
2025 Q4	$234K	Buy	+4,088	New	+$228K	﹤0.01%	1270
2025 Q2	–	Sell	-4,668	Closed	-$252K	–	1111
2025 Q1	$252K	Buy	+4,668	New	+$253K	﹤0.01%	943
2024 Q4	–	Sell	-3,967	Closed	-$222K	–	1078
2024 Q3	$222K	Sell	3,967 -724	-15%	-$39K	﹤0.01%	976
2024 Q2	$223K	Sell	4,691 -235	-5%	-$11.3K	﹤0.01%	948
2024 Q1	$259K	Buy	+4,926	New	+$260K	﹤0.01%	927
2023 Q4	–	Sell	-4,211	Closed	-$200K	–	1079
2023 Q3	$200K	Sell	4,211 -664	-14%	-$34.2K	﹤0.01%	806
2023 Q2	$257K	Sell	4,875 -404	-8%	-$21.1K	﹤0.01%	804
2023 Q1	$281K	Sell	5,279 -673	-11%	-$35.1K	﹤0.01%	841
2022 Q4	$287K	Buy	+5,952	New	+$284K	﹤0.01%	894

Other funds holding FR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

United Capital Financial Advisors's FR Position: Q2 2026 in Review

United Capital Financial Advisors reduced its First Industrial Realty Trust (FR) stake by 8.3% in Q2 2026, selling an estimated $26.4K and leaving 4,694 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

United Capital Financial Advisors first reported a position in FR in Q4 2022 and has held it in 11 quarters since. The position peaked at $296K in Q1 2026. 488 funds tracked by Wall St. Rank hold FR as of Q2 2026.

United Capital Financial Advisors held 4,694 shares of First Industrial Realty Trust worth $288K as of Q2 2026.
United Capital Financial Advisors sold 427 First Industrial Realty Trust shares in Q2 2026, an estimated $26.4K.
First Industrial Realty Trust made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1380 holding.
United Capital Financial Advisors first reported a position in First Industrial Realty Trust in Q4 2022 and has held it in 11 quarters since.
United Capital Financial Advisors's First Industrial Realty Trust position peaked at $296K in Q1 2026.
488 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.