UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in FR — First Industrial Realty Trust Inc
CIK 1463217
IRVING, TX
Position in FR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$287,789
-$8,460 QoQ
Shares Held
4,694
-8.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#337
of 484 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $11,762,653 across 8 REIT - Industrial names. FR ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
49,776 | $6,743,154 | |
| 2 | PSA |
Public Storage
|
4,477 | $1,425,073 | |
| 3 | EXR |
Extra Space Storage Inc.
|
8,071 | $1,172,716 | |
| 4 | EGP |
Eastgroup Properties Inc
|
4,401 | $891,334 | |
| 5 | LINE |
Lineage, Inc.
|
17,449 | $754,669 | |
| 6 | CUBE |
CubeSmart
|
7,328 | $291,434 | |
| 7 | FR |
First Industrial Realty Trust Inc
This page
|
4,694 | $287,789 | |
| 8 | COLD |
Americold Realty Trust
|
12,499 | $196,484 |
All Filings in FR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,789 | 4,694 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $296,249 | 5,121 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $234,119 | 4,088 | Shares | Defined | 2026-02-17 | |
| 2025-03-31 | $251,885 | 4,668 | Shares | Defined | 2025-05-13 | |
| 2024-09-30 | $222,072 | 3,967 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $222,869 | 4,691 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $258,812 | 4,926 | Shares | Defined | 2024-05-15 | |
| 2023-09-30 | $200,401 | 4,211 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $256,620 | 4,875 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $280,842 | 5,279 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $287,243 | 5,952 | Shares | Defined | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||