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First Industrial Realty Trust

362 hedge funds and large institutions have $6.75B invested in First Industrial Realty Trust in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 140 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

8% more capital invested

Capital invested by funds: $6.23B → $6.75B (+$520M)

5% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 140

2.07% less ownership

Funds ownership: 98.92%96.85% (-2.1%)

3% less funds holding

Funds holding: 375362 (-13)

11% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 57

38% less call options, than puts

Call options by funds: $131K | Put options by funds: $211K

Holders
362
Holders Change
-13
Holders Change %
-3.47%
% of All Funds
5.28%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
51
Increased
133
Reduced
140
Closed
57
Calls
$131K
Puts
$211K
Net Calls
-$80K
Net Calls Change
-$6.62M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
326
IFP Advisors
Florida
$15.8K -$5.36K -115 -28%
PFPT
327
Pinnacle Financial Partners (Tennessee)
Tennessee
$15K
BTI
328
Blue Trust Inc
Georgia
$15K +$2K +43 +16%
LFA
329
LGT Financial Advisors
Texas
$14.4K
FFA
330
Farther Finance Advisors
California
$14.2K +$3.73K +80 +42%
IWP
331
IAG Wealth Partners
Wisconsin
$12.9K
TWM
332
Tradition Wealth Management
Minnesota
$12K
UB
333
UMB Bank
Missouri
$11.1K +$6.29K +135 +180%
CTC
334
Central Trust Company
Missouri
$10.5K
RTL
335
Red Tortoise LLC
Georgia
$9.69K +$8.57K +184 New
RFG
336
RFP Financial Group
Georgia
$9.22K +$8.15K +175 New
CFGS
337
Concourse Financial Group Securities
Alabama
$8.96K +$1.07K +23 +16%
VWM
338
Venturi Wealth Management
Texas
$7.9K -$3.73K -80 -35%
QC
339
Quent Capital
New York
$7.53K
GI
340
GAMMA Investing
California
$7.32K +$6.62K +142 New
LC
341
Lindbrook Capital
California
$6.48K +$1.63K +35 +40%
BIA
342
Bell Investment Advisors
California
$5.95K -$4.66K -100 -47%
FFA
343
Frazier Financial Advisors
Ohio
$5.85K +$5.17K +111 New
SL
344
Salomon & Ludwin
Virginia
$5.76K
GRP
345
Global Retirement Partners
California
$5.33K +$1.02K +22 +28%
CJ
346
Caitlin John
Michigan
$5.25K +$4.61K +99 New
HWM
347
HighMark Wealth Management
Minnesota
$5.16K
MPWT
348
MassMutual Private Wealth & Trust
Connecticut
$4.79K -$5.64K -121 -57%
PWMG
349
Private Wealth Management Group
New Jersey
$4.79K +$4.24K +91 New
CT
350
Colonial Trust
South Carolina
$3.3K

FR Hedge Fund Activity: Q4 2023 in Review

362 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Industrial Realty Trust (FR) for Q4 2023, worth a combined $6.75B — up 8.3% from $6.23B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of FR and 51 opened new positions — a net loss of 6 holders — while 140 trimmed existing stakes and 133 added.

The largest buyer was Morgan Stanley, adding an estimated $77.8M. The largest seller was Cohen & Steers, exiting entirely with an estimated $82.9M sold.

  • 362 institutional investors held First Industrial Realty Trust (FR) as of Q4 2023, down from 375 in Q3 2023.
  • Funds reported $6.75B of First Industrial Realty Trust stock for Q4 2023, up 8.3% quarter-over-quarter.
  • 51 funds opened new First Industrial Realty Trust positions in Q4 2023 and 57 closed out, a net change of -6 holders.
  • The largest First Industrial Realty Trust buyer in Q4 2023 was Morgan Stanley, an estimated $77.8M added.
  • The largest First Industrial Realty Trust seller in Q4 2023 was Cohen & Steers, an estimated $82.9M sold.

Based on aggregated 13F filings for Q4 2023.