EP Wealth Advisors, LLC

Position in FR — First Industrial Realty Trust Inc

CIK 1540569 TORRANCE, CA

Position in FR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$984,393

+$150,949 QoQ

Shares Held

16,056

+11.4% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#248

of 484 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Real Estate · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $64,880,533 across 5 REIT - Industrial names. FR ranks #4 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	448,244	$60,723,614
2	EGP	Eastgroup Properties Inc	6,165	$1,248,597
3	PSA	Public Storage	3,820	$1,215,944
4	FR	First Industrial Realty Trust Inc This page	16,056	$984,393
5	CUBE	CubeSmart	17,802	$707,985

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$984,393	16,056	+11.4%	Shares	Sole	2026-08-12
2026-03-31	$833,444	14,407	+4.5%	Shares	Sole	2026-05-14
2025-12-31	$789,925	13,793	+36.4%	Shares	Sole	2026-02-18
2025-06-30	$486,786	10,114	+7.4%	Shares	Sole	2025-08-14
2025-03-31	$508,087	9,416	-0.8%	Shares	Sole	2025-05-15
2024-12-31	$475,683	9,489	+4.2%	Shares	Sole	2025-02-14
2024-09-30	$509,641	9,104	—	Shares	Sole	2024-11-15
No filing history on record for this holder in this stock.