Position in FR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,053,612
+$59,460 QoQ
Shares Held
17,185
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#243
of 482 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026SUN LIFE FINANCIAL INC holds $2,094,292 across 2 REIT - Industrial names. FR ranks #1 (50.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FR |
First Industrial Realty Trust Inc
This page
|
17,185 | $1,053,612 | |
| 2 | PLD |
Prologis, Inc.
|
7,682 | $1,040,680 |
All Filings in FR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,053,612 | 17,185 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $994,152 | 17,185 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $984,184 | 17,185 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,242,508 | 160,142 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,707,634 | 160,142 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,168,248 | 151,376 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,588,478 | 151,376 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,474,028 | 151,376 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $12,013,188 | 252,856 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $13,285,054 | 252,856 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $13,317,925 | 252,856 | Shares | Sole | 2024-02-22 | |
| 2023-09-30 | $12,033,417 | 252,856 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,310,339 | 252,856 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $13,451,939 | 252,856 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $12,202,830 | 252,856 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,330,477 | 252,856 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,005,602 | 252,856 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $11,963,116 | 193,234 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,299,623 | 64,949 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||