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Waverly Advisors’s First Industrial Realty Trust FR Stock Holding History

Waverly 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 		– Sell
-13,500
Closed -$781K – 1781
2026
Q1 		$781K Buy
+13,500
New +$803K 0.01% 908
2015
Q1 		– Sell
-1,200
Closed -$25K – 371
2014
Q4 		$25K Buy
+1,200
New +$23.1K 0.01% 191

Other funds holding FR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Waverly Advisors's FR Position: Q2 2026 in Review

Waverly Advisors sold out of First Industrial Realty Trust (FR) in Q2 2026, closing a stake of 13,500 shares — an estimated $781K sold.

Waverly Advisors first reported a position in FR in Q4 2014 and held it in 2 quarters. The position peaked at $781K in Q1 2026. 488 funds tracked by Wall St. Rank hold FR as of Q2 2026.

  • Waverly Advisors reported no remaining First Industrial Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 13,500 First Industrial Realty Trust shares in Q2 2026, an estimated $781K.
  • Waverly Advisors first reported a position in First Industrial Realty Trust in Q4 2014 and held it in 2 quarters.
  • Waverly Advisors's First Industrial Realty Trust position peaked at $781K in Q1 2026.
  • 488 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.