FORTEM FINANCIAL GROUP, LLC
Position in FR — First Industrial Realty Trust Inc
CIK 1766509
PALM DESERT, CA
Position in FR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$477,727
+$3,068 QoQ
Shares Held
7,792
-5.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#291
of 484 holders
Holding Since
Jun 2023
12 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, 2026FORTEM FINANCIAL GROUP, LLC holds $477,727 across 1 REIT - Industrial name. FR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FR |
First Industrial Realty Trust Inc
This page
|
7,792 | $477,727 |
All Filings in FR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,727 | 7,792 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $474,659 | 8,205 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $283,314 | 4,947 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $248,754 | 4,833 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $381,719 | 7,931 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $505,928 | 9,376 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $517,241 | 10,318 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $561,255 | 10,026 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $468,828 | 9,868 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $495,452 | 9,430 | Shares | Sole | 2024-05-01 | |
| 2023-09-30 | $399,470 | 8,394 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $320,051 | 6,080 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||