# FIRST INDL RLTY TR INC (FR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FR/

- Reporting holders: 14
- Reported value: $75.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $74.1M | 1,244,218 | 0.6% | 7 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $507.6K | 8,525 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $230.3K | 3,868 | 0.0% | 12 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $212.6K | 3,570 | 0.0% | 1 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $203.3K | 3,414 | 0.0% | 3 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $123.0K | 2,065 | 0.0% | 26 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $77.5K | 1,301 | 0.0% | 16 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $44.7K | 751 | 0.0% | 5 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $17.4K | 292 | 0.0% | 19 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $10.1K | 170 | 0.0% | 5 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $7.3K | 123 | 0.0% | 1 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $1.3K | 21 | 0.0% | 7 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $417 | 7 | 0.0% | 2 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $60 | 1 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 14 | $75.5M |
| Q2 2026 | 488 | $9.0B |
| Q1 2026 | 462 | $7.7B |
| Q4 2025 | 449 | $7.7B |
| Q3 2025 | 418 | $6.7B |
| Q2 2025 | 422 | $6.3B |
| Q1 2025 | 440 | $6.9B |
| Q4 2024 | 417 | $6.3B |
| Q3 2024 | 398 | $7.2B |
| Q2 2024 | 381 | $6.1B |
| Q1 2024 | 372 | $6.8B |
| Q4 2023 | 361 | $6.9B |