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Wealthspire Advisors (New York)’s First Industrial Realty Trust FR Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-473
Closed -$24.3K – 1705
2025
Q3 		$24.3K Buy
+473
New +$23.8K ﹤0.01% 1575

Other funds holding FR

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Wealthspire Advisors (New York)'s FR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of First Industrial Realty Trust (FR) in Q4 2025, closing a stake of 473 shares — an estimated $24.3K sold.

Wealthspire Advisors (New York) first reported a position in FR in Q3 2025 and held it in 1 quarter. The position peaked at $24.3K in Q3 2025. 450 funds tracked by Wall St. Rank hold FR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining First Industrial Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 473 First Industrial Realty Trust shares in Q4 2025, an estimated $24.3K.
  • Wealthspire Advisors (New York) first reported a position in First Industrial Realty Trust in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s First Industrial Realty Trust position peaked at $24.3K in Q3 2025.
  • 450 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.