Position in FR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$245
-$2,705 QoQ
Shares Held
4
-92.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#479
of 483 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, 2026Bogart Wealth, LLC holds $113,113 across 8 REIT - Industrial names. FR ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
471 | $63,806 | |
| 2 | IIPR |
Innovative Industrial Properties Inc
|
400 | $24,792 | |
| 3 | PSA |
Public Storage
|
44 | $14,005 | |
| 4 | EXR |
Extra Space Storage Inc.
|
49 | $7,119 | |
| 5 | LINE |
Lineage, Inc.
|
28 | $1,211 | |
| 6 | NSA |
National Storage Affiliates Trust
|
23 | $1,022 | |
| 7 | STAG |
STAG Industrial, Inc.
|
24 | $913 | |
| 8 | FR |
First Industrial Realty Trust Inc
This page
|
4 | $245 |
All Filings in FR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245 | 4 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,950 | 51 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||