HB Wealth Management, LLC
Position in FR — First Industrial Realty Trust Inc
CIK 1911253
Atlanta, GA
Position in FR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$334,078
+$84,629 QoQ
Shares Held
5,449
+26.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#324
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, 2026HB Wealth Management, LLC holds $8,977,311 across 10 REIT - Industrial names. FR ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
33,675 | $4,561,952 | |
| 2 | PSA |
Public Storage
|
3,252 | $1,035,144 | |
| 3 | CUBE |
CubeSmart
|
20,724 | $824,193 | |
| 4 | EXR |
Extra Space Storage Inc.
|
3,966 | $576,259 | |
| 5 | EGP |
Eastgroup Properties Inc
|
1,922 | $389,262 | |
| 6 | COLD |
Americold Realty Trust
|
23,211 | $364,876 | |
| 7 | LINE |
Lineage, Inc.
|
7,943 | $343,534 | |
| 8 | FR |
First Industrial Realty Trust Inc
This page
|
5,449 | $334,078 |
All Filings in FR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,078 | 5,449 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $249,449 | 4,312 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||