Position in FR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,741,255
+$645,216 QoQ
Shares Held
133,816
+8.0% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 74.84885849867354.ToString("F0")%
Shared 0.ToString("F0")%
None 25.151141501326457.ToString("F0")%
Common Shares in FR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026Focus Partners Wealth holds $62,298,746 across 9 REIT - Industrial names. FR ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXR |
Extra Space Storage Inc.
|
219,931 | $28,839,552 | |
| 2 | PLD |
Prologis, Inc.
|
127,250 | $16,819,905 | |
| 3 | FR |
First Industrial Realty Trust Inc
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|
133,816 | $7,741,255 | |
| 4 | PSA |
Public Storage
|
14,787 | $4,005,502 | |
| 5 | EGP |
Eastgroup Properties Inc
|
15,564 | $2,880,740 | |
| 6 | CUBE |
CubeSmart
|
27,703 | $1,015,314 | |
| 7 | LINE |
Lineage, Inc.
|
15,652 | $512,759 | |
| 8 | STAG |
STAG Industrial, Inc.
|
8,392 | $302,615 |
All Filings in FR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,741,255 | 133,816 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,096,039 | 123,905 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,237,690 | 101,762 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,729,590 | 98,267 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,811,181 | 89,162 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $4,424,724 | 88,265 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $4,893,211 | 87,410 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,103,486 | 86,371 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,454,603 | 84,785 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $3,947,827 | 74,954 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||