Integrated Wealth Concepts LLC
Position in FR — First Industrial Realty Trust Inc
CIK 1737109
WALTHAM, MA
Position in FR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$288,770
+$18,380 QoQ
Shares Held
4,710
+0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#332
of 477 holders
Holding Since
Mar 2026
2 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, 2026Integrated Wealth Concepts LLC holds $9,140,797 across 17 REIT - Industrial names. FR ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
20,302 | $2,750,311 | |
| 2 | PSA |
Public Storage
|
6,359 | $2,024,133 | |
| 3 | STAG |
STAG Industrial, Inc.
|
26,746 | $1,017,952 | |
| 4 | CUBE |
CubeSmart
|
22,409 | $891,205 | |
| 5 | LINE |
Lineage, Inc.
|
15,039 | $650,436 | |
| 6 | EXR |
Extra Space Storage Inc.
|
2,735 | $397,395 | |
| 7 | COLD |
Americold Realty Trust
|
21,735 | $341,674 | |
| 8 | FR |
First Industrial Realty Trust Inc
This page
|
4,710 | $288,770 |
All Filings in FR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,770 | 4,710 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $270,390 | 4,674 | Shares | Other | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||