Skip to content

FR FIRST INDL RLTY TR INC

Follow

REIT (common), issuer CIK 921825

476 managers (490 13F filers) reported a position in FR shares at 2026-06-30, 133,017,271 shares in all. 61 filers opened a position and 34 filers sold out during the quarter.

Managers
476
13F filers
490
New
61
Added
188
Reduced
151
Sold out
34
Shares held by filers
133,017,271

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Measured Wealth Private Client Group, L…509$31.2K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC484$30K<0.01%013F-HRTimelineGroup
FIL Ltdin group FIL Ltd446$27.3K<0.01%-1313F-HRTimelineGroup
Quent Capital, LLC429$26.3K<0.01%-1513F-HRTimeline
Smithfield Trust Co390$25K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC387$23.7K0.01%+32513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…386$23.7K<0.01%013F-HRTimeline
V-Square Quantitative Management LLC384$23.5K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…303$18.8K<0.01%-6813F-HRTimelineGroup
CENTRAL TRUST Co299$18.3K<0.01%+9913F-HRTimeline
Strategic Wealth Partners, Ltd.298$18.3K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB285$17.5K<0.01%+1613F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN266$16.3K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST250$15.3K<0.01%+5713F-HRTimeline
Clearstead Advisors, LLC238$14.6K<0.01%+6813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC220$13.5K<0.01%+1313F-HRTimelineGroup
DANSKE BANK A/S200$12.3K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC172$11.7K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC173$10.6K<0.01%-2913F-HRTimeline
Fortitude Family Office, LLC170$10.4K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC168$10.3K<0.01%013F-HRTimeline
GW&K Investment Management, LLC170$10K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC159$10K<0.01%-4213F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC154$9.44K<0.01%-49113F-HRTimeline
JPL Wealth Management, LLC141$8.64K<0.01%+613F-HRTimeline
HighMark Wealth Management LLC130$7.97K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC125$7.7K<0.01%-613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…115$7.05K<0.01%013F-HRTimelineGroup
Covestor Ltd118$7K<0.01%-32913F-HRTimeline
Bell Investment Advisors, Inc113$6.93K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC111$6.81K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC103$6.32K<0.01%new13F-HRTimeline
Bare Financial Services, Inc86$5.27K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC74$4.54K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.71$4.35K<0.01%new13F-HRTimeline
High Note Wealth, LLC69$4.23K<0.01%013F-HRTimeline
Clearstead Trust, LLC67$4.11K<0.01%+3713F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors62$3.8K<0.01%013F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC61$3.56K<0.01%013F-HRTimeline
Signature Equity Partners, LLC56$3.45K<0.01%+5313F-HRTimeline
Owl Creek Wealth Partners LLC55$3.37K<0.01%013F-HRTimeline
Rossby Financial, LCC50$3.07K<0.01%+413F-HRTimeline
Keating Financial Advisory Services, In…40$2.45K<0.01%-113F-HRTimeline
Rialto Wealth Management, LLC39$2.39K<0.01%+1213F-HRTimeline
Continuum Advisory, LLC39$2.39K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.36$2.21K<0.01%+713F-HRTimeline
Whipplewood Advisors, LLC28$1.72K<0.01%+513F-HRTimeline
MONTAG A & ASSOCIATES INC27$1.66K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.26$1.59K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.26$1.59K<0.01%-2113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…25$1.53K<0.01%013F-HRTimeline
Cromwell Holdings LLC24$1.48K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC22$1.35K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC22$1.35K<0.01%+913F-HRTimeline
MJT & Associates Financial Advisory Gro…21$1.29K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.17$1.04K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.17$1.04K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc15$920<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.14$858<0.01%013F-HRTimeline
SHP Wealth Management13$797<0.01%new13F-HRTimeline
Hughes Financial Services, LLC13$797<0.01%013F-HRTimeline
American Capital Advisory, LLC12$736<0.01%+413F-HRTimeline
Cornerstone Financial Management LLC12$736<0.01%013F-HR/ATimeline
FIDUCIARY FINANCIAL ADVISORS12$736<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC10$614<0.01%013F-HRTimeline
FIRST HORIZON CORP9$552<0.01%013F-HRTimeline
CVA Family Office, LLC9$552<0.01%013F-HRTimeline
Planning Strategies Inc.7$429<0.01%13F-HRTimeline
Dunhill Financial, LLC6$413<0.01%013F-HRTimeline
Synergy Investment Management, LLC6$392<0.01%new13F-HRTimeline
MidFirst Bank5$306<0.01%013F-HRTimeline
Bogart Wealth, LLC4$245<0.01%-4713F-HRTimeline
Abound Wealth Management3$199<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3$184<0.01%013F-HR/ATimeline
3 FACTOR INDEXING, LLC2$123<0.01%013F-HRTimeline
Raleigh Capital Management Inc.1$44<0.01%013F-HRTimeline