Position in FR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,230
+$239 QoQ
Shares Held
69
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#444
of 482 holders
Holding Since
Dec 2024
6 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, 2026High Note Wealth, LLC holds $87,041 across 9 REIT - Industrial names. FR ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
290 | $39,286 | |
| 2 | PSA |
Public Storage
|
46 | $14,642 | |
| 3 | EXR |
Extra Space Storage Inc.
|
68 | $9,880 | |
| 4 | LXP |
LXP Industrial Trust
|
100 | $5,388 | |
| 5 | EGP |
Eastgroup Properties Inc
|
26 | $5,265 | |
| 6 | STAG |
STAG Industrial, Inc.
|
117 | $4,453 | |
| 7 | FR |
First Industrial Realty Trust Inc
This page
|
69 | $4,230 | |
| 8 | REXR |
Rexford Industrial Realty, Inc.
|
68 | $2,278 |
All Filings in FR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,230 | 69 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,991 | 69 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,951 | 69 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $1,780 | 37 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,888 | 35 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,754 | 35 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||