Veritable’s First Industrial Realty Trust FR Stock Holding History

Veritable’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
2023 Q3	–	Sell	-9,097	Closed	-$479K	–	304
2023 Q2	$479K	Buy	9,097 +122	+1%	+$6.37K	0.01%	559
2023 Q1	$477K	Buy	8,975 +2,814	+46%	+$147K	0.01%	554
2022 Q4	$297K	Buy	+6,161	New	+$294K	0.01%	663
2022 Q1	–	Sell	-3,064	Closed	-$203K	–	923
2021 Q4	$203K	Buy	+3,064	New	+$184K	﹤0.01%	882

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Veritable's FR Position: Q3 2023 in Review

Veritable sold out of First Industrial Realty Trust (FR) in Q3 2023, closing a stake of 9,097 shares — an estimated $479K sold.

Veritable first reported a position in FR in Q4 2021 and held it in 4 quarters. The position peaked at $479K in Q2 2023. 375 funds tracked by Wall St. Rank hold FR as of Q3 2023.

Veritable reported no remaining First Industrial Realty Trust position as of Q3 2023 after selling out during the quarter.
Veritable sold 9,097 First Industrial Realty Trust shares in Q3 2023, an estimated $479K.
Veritable first reported a position in First Industrial Realty Trust in Q4 2021 and held it in 4 quarters.
Veritable's First Industrial Realty Trust position peaked at $479K in Q2 2023.
375 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.