Position in FR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,745,473
+$6,053,783 QoQ
Shares Held
151,175
+221.6% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 90.14418315563721.ToString("F0")%
Shared 0.01434318459678576.ToString("F0")%
None 9.841473659766.ToString("F0")%
Common Shares in FR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026Corient Private Wealth LLC holds $68,290,787 across 14 REIT - Industrial names. FR ranks #4 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EGP |
Eastgroup Properties Inc
|
100,543 | $18,609,503 | |
| 2 | PSA |
Public Storage
|
65,977 | $17,871,849 | |
| 3 | PLD |
Prologis, Inc.
|
95,428 | $12,613,672 | |
| 4 | FR |
First Industrial Realty Trust Inc
This page
|
151,175 | $8,745,473 | |
| 5 | LINE |
Lineage, Inc.
|
89,613 | $2,935,721 | |
| 6 | EXR |
Extra Space Storage Inc.
|
12,712 | $1,666,924 | |
| 7 | CUBE |
CubeSmart
|
44,526 | $1,631,877 | |
| 8 | STAG |
STAG Industrial, Inc.
|
45,002 | $1,622,772 |
All Filings in FR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,745,473 | 151,175 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,691,690 | 47,000 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $1,554,650 | 30,205 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,280,017 | 26,595 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $1,422,708 | 26,366 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,145,771 | 22,856 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,742,097 | 31,120 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,157,248 | 24,358 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,288,018 | 24,515 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,298,420 | 24,652 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $206,243 | 3,918 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||