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

Whipplewood 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	$1.72K	Buy	28 +5	+22%	+$310	﹤0.01%	458
2026 Q1	$1.33K	Buy	+23	New	+$1.37K	﹤0.01%	844
2025 Q3	–	Sell	-23	Closed	-$1.11K	–	631
2025 Q2	$1.11K	Buy	23 +14	+156%	+$682	﹤0.01%	1004
2025 Q1	$1.24K	Sell	9 -14	-61%	-$757	﹤0.01%	986
2024 Q4	$1.15K	Buy	+23	New	+$1.22K	﹤0.01%	994

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's FR Position: Q2 2026 in Review

Whipplewood Advisors increased its First Industrial Realty Trust (FR) stake by 22% in Q2 2026, buying an estimated $310 and bringing the position to 28 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Whipplewood Advisors first reported a position in FR in Q4 2024 and has held it in 5 quarters since. 490 funds tracked by Wall St. Rank hold FR as of Q2 2026.

Whipplewood Advisors held 28 shares of First Industrial Realty Trust worth $1.72K as of Q2 2026.
Whipplewood Advisors bought 5 First Industrial Realty Trust shares in Q2 2026, an estimated $310.
First Industrial Realty Trust made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #458 holding.
Whipplewood Advisors first reported a position in First Industrial Realty Trust in Q4 2024 and has held it in 5 quarters since.
490 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.