Crestwood Advisors Group, LLC
Position in FR — First Industrial Realty Trust Inc
CIK 1426853
BOSTON, MA
Position in FR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$344,378
+$105,689 QoQ
Shares Held
5,617
+36.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#325
of 488 holders
Holding Since
Mar 2026
2 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, 2026Crestwood Advisors Group, LLC holds $13,716,124 across 8 REIT - Industrial names. FR ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STAG |
STAG Industrial, Inc.
|
280,862 | $10,689,607 | |
| 2 | PLD |
Prologis, Inc.
|
7,162 | $970,236 | |
| 3 | PSA |
Public Storage
|
2,028 | $645,532 | |
| 4 | EGP |
Eastgroup Properties Inc
|
2,818 | $570,729 | |
| 5 | FR |
First Industrial Realty Trust Inc
This page
|
5,617 | $344,378 | |
| 6 | CUBE |
CubeSmart
|
7,019 | $279,145 | |
| 7 | EXR |
Extra Space Storage Inc.
|
1,490 | $216,497 | |
| 8 | 5,900 | $0 |
All Filings in FR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,378 | 5,617 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $238,689 | 4,126 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||