Filing Research | FR - FIRST INDL RLTY TR INC Institutional Holdings

Snapshot holdings

50 / 75 loaded

#		Instrument	quantity
1	Artemis Investment Management LLP	Shares	1.2MSH	$75.9M
2	Arbejdsmarkedets Tillaegspension	Shares	360.0KSH	$22.1M
3	Robeco Institutional Asset Management B.V.	Shares	148.6KSH	$9.1M
4	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	130.2KSH	$8.0M
5	EASTERLY INVESTMENT PARTNERS LLC	Shares	94.9KSH	$5.8M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	80.4KSH	$4.9M
7	Castellan Group	Shares	77.9KSH	$4.8M
8	Police & Firemen's Retirement System of New Jersey	Shares	60.3KSH	$3.7M
9	Boston Common Asset Management, LLC	Shares	60.1KSH	$3.7M
10	Y-Intercept (Hong Kong) Ltd	Shares	48.1KSH	$2.9M
11	ABN AMRO INVESTMENT SOLUTIONS	Shares	45.9KSH	$2.8M
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	40.8KSH	$2.5M
13	Louisiana State Employees Retirement System	Shares	38.8KSH	$2.4M
14	First National Advisers, LLC	Shares	33.6KSH	$2.1M
15	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	31.3KSH	$1.9M
16	Aaron Wealth Advisors LLC	Shares	22.4KSH	$1.4M
17	IFM Investors Pty Ltd	Shares	21.7KSH	$1.3M
18	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	14.1KSH	$865.2K
19	Merit Financial Group, LLC	Shares	14.0KSH	$860.0K
20	GATEWAY INVESTMENT ADVISERS LLC	Shares	11.6KSH	$708.7K
21	SECURIAN ASSET MANAGEMENT, INC	Shares	9.8KSH	$672.6K
22	Sequoia Financial Advisors, LLC	Shares	9.9KSH	$607.2K
23	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	9.8KSH	$603.9K
24	Crossmark Global Holdings, Inc.	Shares	9.6KSH	$590.2K
25	Versant Capital Management, Inc	Shares	8.3KSH	$507.8K
26	FORTEM FINANCIAL GROUP, LLC	Shares	7.8KSH	$477.7K
27	Ninety One UK Ltd	Shares	7.2KSH	$438.6K
28	Harbour Capital Advisors, LLC	Shares	6.4KSH	$418.0K
29	EXCHANGE TRADED CONCEPTS, LLC	Shares	6.4KSH	$392.9K
30	Tributary Capital Management, LLC	Shares	6.3KSH	$387.5K
31	Optas, LLC	Shares	5.8KSH	$353.4K
32	NorthCrest Asset Manangement, LLC	Shares	5.3KSH	$341.3K
33	Fifth Third Wealth Advisors LLC	Shares	5.4KSH	$329.2K
34	EverSource Wealth Advisors, LLC	Shares	4.1KSH	$253.4K
35	Interchange Capital Partners, LLC	Shares	4.1KSH	$249.1K
36	SIGNATUREFD, LLC	Shares	4.0KSH	$245.0K
37	Legacy Wealth Asset Management, LLC	Shares	3.4KSH	$209.4K
38	WADDELL & ASSOCIATES, LLC	Shares	3.3KSH	$204.9K
39	GAMMA Investing LLC	Shares	3.0KSH	$183.9K
40	Rosenberg Matthew Hamilton	Shares	2.3KSH	$140.9K
41	True Wealth Design, LLC	Shares	1.8KSH	$107.5K
42	IFP Advisors, Inc	Shares	1.3KSH	$78.5K
43	Farther Finance Advisors, LLC	Shares	1.1KSH	$70.6K
44	Global X Japan Co., Ltd.	Shares	1.1KSH	$68.5K
45	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	1.0KSH	$61.3K
46	SJS Investment Consulting Inc.	Shares	953SH	$58.4K
47	Mirae Asset Global Investments Co., Ltd.	Shares	546SH	$33.5K
48	ELEVATION WEALTH PARTNERS, LLC	Shares	387SH	$23.7K
49	Ritter Daniher Financial Advisory LLC / DE	Shares	386SH	$23.7K
50	MassMutual Private Wealth & Trust, FSB	Shares	285SH	$17.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 78 loaded

#		Instrument
1	Arbejdsmarkedets Tillaegspension new	Shares	+360.0K	+$22.1M	$22.1M
2	Robeco Institutional Asset Management B.V. new	Shares	+148.6K	+$9.1M	$9.1M
3	Artemis Investment Management LLP added	Shares	+51.2K	+$7.2M	$75.9M
4	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+38.8K	+$2.7M	$8.0M
5	Y-Intercept (Hong Kong) Ltd added	Shares	+20.1K	+$1.3M	$2.9M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+11.1K	+$1.0M	$4.9M
7	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+11.6K	+$708.7K	$708.7K
8	Boston Common Asset Management, LLC added	Shares	+8.1K	+$675.4K	$3.7M
9	Police & Firemen's Retirement System of New Jersey added	Shares	+4.2K	+$451.4K	$3.7M
10	Harbour Capital Advisors, LLC new	Shares	+6.4K	+$418.0K	$418.0K
11	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+5.3K	+$357.5K	$865.2K
12	Interchange Capital Partners, LLC new	Shares	+4.1K	+$249.1K	$249.1K
13	WADDELL & ASSOCIATES, LLC new	Shares	+3.3K	+$204.9K	$204.9K
14	Castellan Group trimmed	Shares	-1.4K	+$190.7K	$4.8M
15	Louisiana State Employees Retirement System added	Shares	+400	+$157.4K	$2.4M
16	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+2.1K	+$153.9K	$603.9K
17	Sequoia Financial Advisors, LLC added	Shares	+1.7K	+$133.7K	$607.2K
18	NorthCrest Asset Manangement, LLC added	Shares	+1.5K	+$120.7K	$341.3K
19	IFM Investors Pty Ltd added	Shares	+702	+$115.7K	$1.3M
20	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$108.4K	$1.9M
21	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$107.5K	$672.6K
22	Fifth Third Wealth Advisors LLC added	Shares	+907	+$71.0K	$329.2K
23	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+724	+$64.1K	$392.9K
24	SPIRIT OF AMERICA MANAGEMENT CORP/NY new	Shares	+1.0K	+$61.3K	$61.3K
25	Versant Capital Management, Inc added	Shares	+408	+$52.3K	$507.8K
26	GAMMA Investing LLC added	Shares	+686	+$50.1K	$183.9K
27	Aaron Wealth Advisors LLC trimmed	Shares	-481	+$49.7K	$1.4M
28	Merit Financial Group, LLC trimmed	Shares	-99	+$42.8K	$860.0K
29	Crossmark Global Holdings, Inc. trimmed	Shares	-1	+$33.3K	$590.2K
30	Rosenberg Matthew Hamilton added	Shares	+425	+$32.5K	$140.9K
31	SIGNATUREFD, LLC added	Shares	+237	+$27.5K	$245.0K
32	Global X Japan Co., Ltd. added	Shares	+374	+$25.5K	$68.5K
33	Ninety One UK Ltd unchanged	Shares	0	+$24.8K	$438.6K
34	Tributary Capital Management, LLC unchanged	Shares	0	+$21.9K	$387.5K
35	ELEVATION WEALTH PARTNERS, LLC added	Shares	+325	+$20.1K	$23.7K
36	Optas, LLC trimmed	Shares	-35	+$17.9K	$353.4K
37	Fortitude Family Office, LLC new	Shares	+170	+$10.4K	$10.4K
38	True Wealth Design, LLC added	Shares	+42	+$8.5K	$107.5K
39	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-2.3K	+$8.2K	$2.5M
40	HIGHLINE WEALTH PARTNERS LLC new	Shares	+103	+$6.3K	$6.3K
41	Legacy Wealth Asset Management, LLC trimmed	Shares	-103	+$5.9K	$209.4K
42	Farther Finance Advisors, LLC added	Shares	+44	+$5.8K	$70.6K
43	IFP Advisors, Inc unchanged	Shares	0	+$4.4K	$78.5K
44	First National Advisers, LLC trimmed	Shares	-1.9K	+$4.4K	$2.1M
45	AMERICAN NATIONAL BANK & TRUST added	Shares	+57	+$4.2K	$15.3K
46	SJS Investment Consulting Inc. unchanged	Shares	0	+$3.3K	$58.4K
47	FORTEM FINANCIAL GROUP, LLC trimmed	Shares	-413	+$3.1K	$477.7K
48	MassMutual Private Wealth & Trust, FSB added	Shares	+16	+$1.9K	$17.5K
49	Ritter Daniher Financial Advisory LLC / DE unchanged	Shares	0	+$1.3K	$23.7K
50	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+17.1K	+$1.2K	$3.1K

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