Position in FR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,717,846
+$180,759 QoQ
Shares Held
174,814
-4.0% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#94
of 484 holders
Holding Since
Mar 2021
10 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in FR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026NFJ INVESTMENT GROUP, LLC holds $86,444,411 across 3 REIT - Industrial names. FR ranks #2 (12.4% of the industry book) .
All Filings in FR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,717,846 | 174,814 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $10,537,087 | 182,145 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $11,078,595 | 193,445 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $12,325,313 | 239,466 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $11,711,087 | 243,322 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $6,464,892 | 119,809 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $6,920,646 | 138,054 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $7,777,860 | 138,940 | Shares | Sole | 2024-11-14 | |
| 2021-06-30 | $1,916,422 | 36,692 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $1,503,743 | 32,840 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||