ACTION POINT FINANCIAL PLANNING, LLC
Position in FR — First Industrial Realty Trust Inc
CIK 2116119
GRAND RAPIDS, MI
Position in FR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$735
New position
Shares Held
12
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#471
of 484 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $112,614 across 11 REIT - Industrial names. FR ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
457 | $61,902 | |
| 2 | PSA |
Public Storage
|
66 | $21,006 | |
| 3 | STAG |
STAG Industrial, Inc.
|
469 | $17,849 | |
| 4 | COLD |
Americold Realty Trust
|
328 | $5,154 | |
| 5 | EXR |
Extra Space Storage Inc.
|
18 | $2,615 | |
| 6 | LINE |
Lineage, Inc.
|
48 | $2,075 | |
| 7 | FR |
First Industrial Realty Trust Inc
This page
|
12 | $735 | |
| 8 | TRNO |
Terreno Realty Corp
|
11 | $712 |
All Filings in FR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $735 | 12 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||