Position in FR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$78,538
+$4,433 QoQ
Shares Held
1,281
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#389
of 477 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $2,638,313 across 15 REIT - Industrial names. FR ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
5,618 | $761,070 | |
| 2 | PSA |
Public Storage
|
1,722 | $548,129 | |
| 3 | EXR |
Extra Space Storage Inc.
|
2,429 | $352,933 | |
| 4 | CUBE |
CubeSmart
|
7,292 | $290,002 | |
| 5 | STAG |
STAG Industrial, Inc.
|
6,525 | $248,341 | |
| 6 | NSA |
National Storage Affiliates Trust
|
3,313 | $147,329 | |
| 7 | LINE |
Lineage, Inc.
|
2,794 | $120,840 | |
| 8 | FR |
First Industrial Realty Trust Inc
This page
|
1,281 | $78,538 |
All Filings in FR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,538 | 1,281 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $74,105 | 1,281 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $73,362 | 1,281 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $64,800 | 1,259 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $64,012 | 1,330 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $19,263 | 357 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $18,447 | 368 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $18,697 | 334 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $15,868 | 334 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $17,495 | 333 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $15,853 | 301 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $19,797 | 416 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $31,057 | 590 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $22,078 | 415 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $24 | 707 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $36,520 | 815 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $29,057 | 612 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $25,445 | 411 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $27,208 | 411 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $21,404 | 411 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $21,414 | 410 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $18,773 | 410 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $79,625 | 1,890 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $103,957 | 2,612 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $102,442 | 2,665 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $88,790 | 2,672 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||