Dogwood Wealth Management LLC
Position in FR — First Industrial Realty Trust Inc
CIK 2056922
LENEXA, KS
Position in FR
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$10,606
-$1,079 QoQ
Shares Held
173
-14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#426
of 482 holders
Holding Since
Jun 2025
5 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, 2026Dogwood Wealth Management LLC holds $154,652 across 8 REIT - Industrial names. FR ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
558 | $75,592 | |
| 2 | PSA |
Public Storage
|
68 | $21,645 | |
| 3 | EGP |
Eastgroup Properties Inc
|
83 | $16,809 | |
| 4 | EXR |
Extra Space Storage Inc.
|
91 | $13,222 | |
| 5 | FR |
First Industrial Realty Trust Inc
This page
|
173 | $10,606 | |
| 6 | STAG |
STAG Industrial, Inc.
|
221 | $8,411 | |
| 7 | TRNO |
Terreno Realty Corp
|
112 | $7,254 | |
| 8 | CUBE |
CubeSmart
|
28 | $1,113 |
All Filings in FR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,606 | 173 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $11,685 | 202 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,506 | 166 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,544 | 166 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,214 | 233 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||