Position in FR
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$10,656,719
+$1,911,246 QoQ
Shares Held
173,817
+15.0% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 17%
Shared 1%
None 82%
Common Shares in FR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Corient Private Wealth LLC holds $90,645,236 across 16 REIT - Industrial names. FR ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
182,647 | $24,743,188 | |
| 2 | EGP |
Eastgroup Properties Inc
|
98,210 | $19,890,471 | |
| 3 | PSA |
Public Storage
|
62,376 | $19,854,904 | |
| 4 | FR |
First Industrial Realty Trust Inc
This page
|
173,817 | $10,656,719 | |
| 5 | CUBE |
CubeSmart
|
161,619 | $6,427,587 | |
| 6 | EXR |
Extra Space Storage Inc.
|
14,387 | $2,090,430 | |
| 7 | STAG |
STAG Industrial, Inc.
|
42,037 | $1,599,928 | |
| 8 | IIPR |
Innovative Industrial Properties Inc
|
22,006 | $1,363,931 |
All Filings in FR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,656,719 | 173,817 | Shares | Other | 2026-08-27 | |
| 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. | ||||||