KINGSWOOD WEALTH ADVISORS, LLC
Position in FR — First Industrial Realty Trust Inc
CIK 1987855
SAN DIEGO, CA
Position in FR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$854,661
+$48,348 QoQ
Shares Held
13,940
+0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#260
of 484 holders
Holding Since
Jun 2023
12 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $4,972,723 across 3 REIT - Industrial names. FR ranks #2 (17.2% of the industry book) .
All Filings in FR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $854,661 | 13,940 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $806,313 | 13,938 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $798,229 | 13,938 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $717,337 | 13,937 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $718,677 | 14,932 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $805,730 | 14,932 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $843,136 | 16,819 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $937,553 | 16,748 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $831,329 | 17,498 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $525,294 | 9,998 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,074,889 | 20,408 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $1,060,222 | 20,141 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||