FIRST INDL RLTY TR INC (FR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 133,017,353 shares against 132,572,946 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.0B | 16,661,052 | 0.02% | 8q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $779.9M | 12,719,991 | 0.04% | 2q | +0.8%+$6.3M |
| STATE STREET CORP | $391.1M | 6,328,788 | 0.01% | 31q | -0.5%-$2.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | $366.8M | 5,982,850 | 0.01% | 2q | +0.9%+$3.3M |
| NORGES BANK | $335.4M | 5,470,630 | 0.03% | 32q | -2.1%-$7.3M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $297.7M | 4,855,292 | 2.54% | 31q | +12.7%+$33.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $174.9M | 2,851,824 | 0.01% | 31q | +2.3%+$3.9M |
| JPMORGAN CHASE & CO | $169.6M incl. $5.6M options CALL | 2,581,701 | 0.01% | 31q | +64.3%+$66.3M |
| COHEN & STEERS, INC. | $168.0M | 2,740,112 | 0.27% | 3q | HELD |
| PRUDENTIAL FINANCIAL INC | $160.2M | 2,613,042 | 0.17% | 34q | -6.3%-$10.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $158.6M | 2,587,326 | 0.02% | 31q | +0.9%+$1.4M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $151.4M | 2,469,752 | 1.43% | 4q | +12.5%+$16.8M |
| Invesco Ltd. | $146.7M | 2,393,504 | 0.01% | 31q | -30.5%-$64.4M |
| MORGAN STANLEY | $134.1M | 2,186,787 | 0.01% | 35q | +4.0%+$5.1M |
| Thrivent Financial for Lutherans | $132.1M | 2,154,351 | 0.22% | 31q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $123.3M | 2,010,476 | 0.02% | 31q | -0.7%-$920.2K |
| AQR CAPITAL MANAGEMENT LLC | $107.4M | 1,752,307 | 0.04% | 31q | -6.0%-$6.9M |
| Nuveen, LLC | $103.2M | 1,683,994 | 0.02% | 6q | -10.8%-$12.5M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $103.0M | 1,679,978 | 1.43% | 9q | -24.6%-$33.6M |
| AMERIPRISE FINANCIAL INC | $101.1M | 1,658,792 | 0.02% | 31q | +4.7%+$4.5M |
| Quantinno Capital Management LP | $93.4M | 1,523,901 | 0.11% | 26q | +25.1%+$18.8M |
| NORTHERN TRUST CORP | $93.3M | 1,521,640 | 0.01% | 31q | +16.0%+$12.9M |
| Alyeska Investment Group, L.P. | $88.8M | 1,448,712 | 0.23% | 8q | -28.4%-$35.2M |
| DEUTSCHE BANK AG\ | $79.7M | 1,300,439 | 0.02% | 34q | -30.5%-$35.1M |
| RUSH ISLAND MANAGEMENT, LP | $78.6M | 1,282,572 | 5.21% | 5q | -26.9%-$28.9M |
| Artemis Investment Management LLP | $75.9M | 1,237,486 | 0.68% | 6q | +4.3%+$3.1M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $69.1M | 1,127,045 | 0.10% | 3q | +2.9%+$1.9M |
| Bank of New York Mellon Corp | $64.0M | 1,044,562 | 0.01% | 31q | -2.0%-$1.3M |
| Qube Research & Technologies Ltd | $62.4M | 1,017,402 | 0.06% | 13q | +264.9%+$45.3M |
| MILLENNIUM MANAGEMENT LLC | $53.4M | 871,189 | 0.02% | 26q | -30.5%-$23.5M |
| BANK OF AMERICA CORP /DE/ | $52.6M | 857,737 | 0.00% | 31q | +10.2%+$4.9M |
| TWO SIGMA INVESTMENTS, LP | $51.7M | 843,327 | 0.04% | 3q | +70.4%+$21.4M |
| VANGUARD FIDUCIARY TRUST CO | $51.4M | 839,144 | 0.01% | 2q | +2.0%+$1.0M |
| VICTORY CAPITAL MANAGEMENT INC | $51.3M | 837,358 | 0.03% | 31q | +2.1%+$1.1M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $50.5M | 823,768 | 0.04% | 31q | +0.8%+$413.8K |
| Woodline Partners LP | $50.3M | 820,105 | 0.16% | 2q | +12.7%+$5.7M |
| CITADEL ADVISORS LLC | $50.1M incl. $1.2M options CALL+PUT | 797,769 | 0.01% | 31q | +25.7%+$10.2M |
| LONDON CO OF VIRGINIA | $48.9M | 796,451 | 0.28% | 31q | -5.1%-$2.6M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $48.4M | 788,792 | 0.45% | 12q | -16.7%-$9.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $48.2M | 786,503 | 0.01% | 31q | +27323.4%+$48.0M |
| Land & Buildings Investment Management, LLC | $47.9M | 781,077 | 8.21% | 10q | -9.6%-$5.1M |
| GOLDMAN SACHS GROUP INC | $46.9M | 765,344 | 0.00% | 31q | -2.4%-$1.2M |
| Allianz Asset Management GmbH | $46.6M | 760,388 | 0.04% | 38q | +8.6%+$3.7M |
| Russell Investments Group, Ltd. | $45.7M | 745,818 | 0.04% | 31q | -16.4%-$8.9M |
| Legal & General Group Plc | $42.9M | 699,998 | 0.01% | 31q | -7.3%-$3.4M |
| KENNEDY CAPITAL MANAGEMENT LLC | $36.8M | 600,891 | 0.65% | 12q | +27.3%+$7.9M |
| Heitman Real Estate Securities LLC | $36.0M | 587,845 | 2.31% | 5q | -0.9%-$334.0K |
| Starwood Capital Group Management, L.L.C. | $35.6M | 581,012 | 16.63% | 9q | HELD |
| Gotham Asset Management, LLC | $33.5M | 546,936 | 0.08% | 10q | +43.7%+$10.2M |
| Boston Partners | $30.4M | 492,787 | 0.03% | 9q | +4.1%+$1.2M |
| Lighthouse Investment Partners, LLC | $26.6M | 434,237 | 0.73% | 11q | +9.2%+$2.2M |
| Vision Capital Corp | $26.3M | 429,587 | 8.52% | 3q | -11.2%-$3.3M |
| CIBC Bancorp USA Inc. | $26.1M | 426,259 | 0.03% | 3q | +1260.4%+$24.2M |
| RHUMBLINE ADVISERS | $25.0M | 408,367 | 0.02% | 31q | HELD |
| SEI INVESTMENTS CO | $24.3M | 395,737 | 0.02% | 31q | -10.2%-$2.8M |
| Alberta Investment Management Corp | $24.1M | 393,302 | 0.14% | 19q | HELD |
| Engineers Gate Manager LP | $23.0M | 374,675 | 0.30% | 13q | -59.2%-$33.3M |
| State of Tennessee, Department of Treasury | $22.7M | 370,556 | 0.07% | 31q | HELD |
| Arbejdsmarkedets Tillaegspension | $22.1M | 360,026 | 0.48% | new | NEW |
| Point72 Asset Management, L.P. | $21.7M | 353,254 | 0.02% | 3q | +39.7%+$6.2M |
| SEGALL BRYANT & HAMILL, LLC | $21.5M | 350,440 | 0.25% | 18q | +8.5%+$1.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $20.9M | 341,159 | 0.01% | 2q | +1778.1%+$19.8M |
| APG Asset Management US Inc. | $19.1M | 309,950 | 0.13% | 4q | HELD |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $19.0M | 309,926 | 0.03% | 8q | +588.7%+$16.2M |
| CANADA LIFE ASSURANCE Co | $18.6M | 303,370 | 0.03% | 31q | +3.2%+$571.8K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $18.5M | 301,248 | 0.05% | 31q | +3.6%+$649.0K |
| PRINCIPAL FINANCIAL GROUP INC | $18.5M | 301,037 | 0.01% | 31q | +1.8%+$318.3K |
| LORD, ABBETT & CO. LLC | $18.4M | 300,401 | 0.05% | 31q | -0.7%-$131.0K |
| Daiwa Securities Group Inc. | $17.5M | 285,335 | 0.03% | 31q | -12.2%-$2.4M |
| FMR LLC | $17.5M | 285,261 | 0.00% | 31q | -42.7%-$13.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $17.3M | 282,940 | 0.00% | 29q | -1.0%-$172.0K |
| ENVESTNET ASSET MANAGEMENT INC | $16.9M | 276,179 | 0.00% | 31q | -4.5%-$792.4K |
| HSBC HOLDINGS PLC | $16.9M | 274,805 | 0.01% | 31q | -1.6%-$279.2K |
| UBS Group AG | $16.6M | 270,487 | 0.00% | 31q | -42.6%-$12.3M |
| Swiss National Bank | $16.3M | 266,000 | 0.01% | 31q | +1.5%+$239.1K |
| California Public Employees Retirement System | $16.2M | 264,151 | 0.01% | 31q | +7.9%+$1.2M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $15.4M | 251,996 | 0.07% | 10q | -44.6%-$12.4M |
| HRT FINANCIAL LP | $15.0M | 244,913 | 0.03% | new | NEW |
| Caisse de depot et placement du Quebec | $14.7M | 240,483 | 0.02% | 3q | +698.9%+$12.9M |
| Asset Management One Co., Ltd. | $14.0M | 228,490 | 0.04% | 31q | +3.5%+$475.3K |
| State of Alaska, Department of Revenue | $13.5M | 220,512 | 0.13% | 31q | -6.3%-$916.4K |
| NOMURA ASSET MANAGEMENT CO LTD | $13.5M | 219,640 | 0.03% | 31q | +3.7%+$474.4K |
| Apollo Management Holdings, L.P. | $12.8M | 208,950 | 0.14% | 3q | HELD |
| CITIGROUP INC | $12.5M | 203,644 | 0.00% | 31q | -12.6%-$1.8M |
| Sumitomo Mitsui Trust Group, Inc. | $12.4M | 202,956 | 0.01% | 31q | -2.1%-$265.0K |
| BNP PARIBAS FINANCIAL MARKETS | $12.1M | 197,860 | 0.00% | 31q | +137.8%+$7.0M |
| VOYA INVESTMENT MANAGEMENT LLC | $12.1M | 196,791 | 0.01% | 31q | -1.1%-$136.3K |
| Hazelview Securities Inc. | $11.7M | 187,691 | 1.62% | new | NEW |
| Connor, Clark & Lunn Investment Management Ltd. | $11.6M | 188,641 | 0.02% | 3q | +169.0%+$7.3M |
| Adelante Capital Management LLC | $11.4M | 576,611 | 0.75% | 16q | +5.9%+$633.6K |
| ALLIANCEBERNSTEIN L.P. | $11.1M | 191,748 | 0.00% | 31q | -30.1%-$4.8M |
| BARCLAYS PLC | $10.8M | 176,333 | 0.00% | 31q | -10.8%-$1.3M |
| NFJ INVESTMENT GROUP, LLC | $10.7M | 174,814 | 0.36% | 8q | -4.0%-$449.5K |
| Corient Private Wealth LP | $10.7M | 173,817 | 0.01% | 11q | +15.0%+$1.4M |
| Susquehanna Portfolio Strategies, LLC | $10.2M | 165,780 | 0.16% | 5q | -23.4%-$3.1M |
| STATE OF WISCONSIN INVESTMENT BOARD | $9.5M | 154,805 | 0.02% | 30q | -1.3%-$125.9K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $9.5M | 154,137 | 0.01% | 31q | -0.5%-$48.4K |
| Fisher Asset Management, LLC | $9.4M | 153,681 | 0.00% | 15q | +29.6%+$2.2M |
| Verition Fund Management LLC | $9.4M | 152,626 | 0.05% | 13q | +16.3%+$1.3M |
| Robeco Institutional Asset Management B.V. | $9.1M | 148,619 | 0.01% | new | NEW |
Showing the largest 100 of 492 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-18 | 2026-08-13 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 121 | $259.0M | 4,358,883 | 15 | 42 | 27 | 0.0% |
| Q2 2026 | 492 | $8.1B | 133,017,353 | 60 | 177 | 142 | 0.1% |
| Q1 2026 | 467 | $7.5B | 129,259,738 | 49 | 201 | 125 | 0.1% |
| Q4 2025 | 451 | $7.7B | 133,202,571 | 55 | 154 | 141 | 1.1% |
| Q3 2025 | 419 | $6.7B | 129,663,745 | 48 | 142 | 146 | 0.0% |
| Q2 2025 | 423 | $6.3B | 131,271,949 | 55 | 162 | 149 | 0.0% |
| Q1 2025 | 440 | $6.9B | 128,196,755 | 59 | 160 | 128 | 0.0% |
| Q4 2024 | 418 | $6.3B | 126,549,476 | 38 | 155 | 124 | 0.0% |
| Q3 2024 | 398 | $7.2B | 128,319,229 | 45 | 144 | 137 | 0.0% |
| Q2 2024 | 381 | $6.1B | 128,441,261 | 46 | 125 | 137 | 0.0% |
| Q1 2024 | 373 | $6.8B | 131,186,404 | 41 | 110 | 137 | 0.0% |
| Q4 2023 | 361 | $6.9B | 131,048,361 | 33 | 126 | 134 | 0.0% |
| Q3 2023 | 374 | $6.3B | 131,615,111 | 46 | 134 | 129 | 0.1% |
| Q2 2023 | 361 | $7.0B | 132,490,679 | 40 | 119 | 124 | 0.0% |
| Q1 2023 | 340 | $7.1B | 133,229,879 | 39 | 119 | 121 | 0.0% |
| Q4 2022 | 340 | $6.3B | 131,469,435 | 47 | 113 | 121 | 0.0% |
| Q3 2022 | 328 | $13.5B | 302,437,869 | 35 | 124 | 103 | 0.0% |
| Q2 2022 | 335 | $19.6B | 412,459,106 | 49 | 108 | 121 | 0.1% |
| Q1 2022 | 334 | $9.3B | 150,006,259 | 34 | 109 | 127 | 0.2% |
| Q4 2021 | 355 | $11.7B | 176,734,770 | 53 | 125 | 109 | 0.0% |
| Q3 2021 | 314 | $8.6B | 165,221,460 | 37 | 95 | 118 | 0.0% |
| Q2 2021 | 300 | $8.6B | 165,030,480 | 30 | 97 | 104 | 0.0% |
| Q1 2021 | 303 | $7.8B | 168,947,201 | 37 | 102 | 105 | 0.1% |
| Q4 2020 | 305 | $7.0B | 164,950,723 | 32 | 91 | 121 | 0.0% |
| Q3 2020 | 315 | $23.1B | 579,264,899 | 42 | 102 | 116 | 0.0% |
| Q2 2020 | 308 | $14.5B | 376,721,735 | 46 | 96 | 121 | 0.0% |
| Q1 2020 | 298 | $15.4B | 463,929,938 | 48 | 96 | 96 | 0.0% |
| Q4 2019 | 291 | $19.0B | 457,222,192 | 37 | 84 | 97 | 0.0% |
| Q3 2019 | 278 | $17.2B | 435,183,174 | 37 | 88 | 83 | 0.0% |
| Q2 2019 | 262 | $13.1B | 356,297,430 | 28 | 93 | 69 | 0.0% |
| Q1 2019 | 262 | $10.1B | 286,973,254 | 32 | 73 | 91 | 0.0% |
| Q4 2018 | 264 | $13.2B | 458,812,880 | 6 | 6 | 4 | 0.0% |
