FIRST INDL RLTY TR INC (FR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
449
Reporting holders
$8.1B
Reported value
99.4%
Of shares outstanding
0.1%
Held as options
+21
Holder change
Institutions report 131,776,915 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. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $302.8M | 4,939,504 | 1.43% | 4q | +12.5%+$33.6M |
| 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 | 2,581,701 | 0.01% | 31q | +64.3%+$66.3M |
| 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 |
| Sixth Street Partners Management Company, L.P. | $158.6M | 2,587,326 | 0.02% | new | NEW |
| 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 |
| 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 | -47.7%-$92.0M |
| 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 | 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 |
| 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 |
| Allianz Asset Management GmbH | $39.3M | 670,841 | 0.03% | 38q | -4.2%-$1.7M |
| 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 |
| Corient Private Wealth LP | $21.7M | 353,814 | 0.01% | 11q | +134.0%+$12.4M |
| 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 |
| Verition Fund Management LLC | $18.7M | 305,252 | 0.05% | 13q | +132.6%+$10.7M |
| 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 |
| 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 |
| 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 |
| 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 |
| Uniplan Investment Counsel, Inc. | $12.0M | 511,970 | 0.56% | 3q | +401.7%+$9.6M |
| 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 |
| 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 |
| Fisher Asset Management, LLC | $9.4M | 153,681 | 0.00% | 15q | +29.6%+$2.2M |
| Robeco Institutional Asset Management B.V. | $9.1M | 148,619 | 0.01% | new | NEW |
| FRANKLIN RESOURCES INC | $8.7M | 141,125 | 0.00% | 21q | -12.2%-$1.2M |
| Argosy-Lionbridge Management, LLC | $8.5M | 138,964 | 5.35% | 7q | -56.2%-$10.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $8.5M | 138,417 | 0.01% | 6q | -25.0%-$2.8M |
| Retirement Systems of Alabama | $8.4M | 137,115 | 0.03% | 31q | -15.6%-$1.6M |
| Sterling Capital Management LLC | $8.2M | 133,628 | 0.14% | 12q | +2.6%+$204.0K |
Showing the largest 100 of 486 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 449 | $8.1B | 131,776,915 | 57 | 168 | 130 | 0.1% |
| Q1 2026 | 428 | $7.2B | 125,285,130 | 46 | 191 | 113 | 0.1% |
| Q4 2025 | 412 | $7.2B | 124,701,481 | 51 | 141 | 131 | 1.2% |
| Q3 2025 | 379 | $6.3B | 122,833,978 | 48 | 128 | 131 | 0.0% |
| Q2 2025 | 376 | $6.0B | 124,833,756 | 48 | 148 | 128 | 0.0% |
| Q1 2025 | 396 | $6.6B | 123,123,037 | 50 | 144 | 115 | 0.0% |
| Q4 2024 | 376 | $6.1B | 122,530,797 | 38 | 136 | 112 | 0.0% |
| Q3 2024 | 353 | $6.9B | 123,870,186 | 42 | 130 | 119 | 0.0% |
| Q2 2024 | 333 | $5.9B | 124,411,188 | 44 | 113 | 118 | 0.0% |
| Q1 2024 | 318 | $6.5B | 126,435,828 | 37 | 97 | 114 | 0.0% |
| Q4 2023 | 306 | $6.6B | 126,212,721 | 30 | 108 | 111 | 0.0% |
| Q3 2023 | 315 | $5.8B | 122,410,025 | 40 | 110 | 112 | 0.1% |
| Q2 2023 | 300 | $6.2B | 118,802,027 | 37 | 98 | 99 | 0.0% |
| Q1 2023 | 267 | $6.2B | 116,637,440 | 29 | 93 | 96 | 0.0% |
| Q4 2022 | 249 | $5.2B | 108,729,322 | 39 | 84 | 85 | 0.0% |
| Q3 2022 | 340 | $5.9B | 131,459,919 | 36 | 129 | 108 | 0.0% |
| Q2 2022 | 342 | $6.0B | 125,700,508 | 49 | 114 | 122 | 0.2% |
| Q1 2022 | 342 | $7.8B | 126,274,416 | 34 | 113 | 131 | 0.2% |
| Q4 2021 | 361 | $8.3B | 125,675,554 | 53 | 128 | 112 | 0.0% |
| Q3 2021 | 320 | $6.4B | 122,761,523 | 37 | 98 | 121 | 0.0% |
| Q2 2021 | 306 | $6.6B | 127,126,970 | 30 | 100 | 107 | 0.0% |
| Q1 2021 | 310 | $5.8B | 126,062,743 | 38 | 106 | 107 | 0.2% |
| Q4 2020 | 310 | $5.3B | 124,828,128 | 32 | 94 | 123 | 0.0% |
| Q3 2020 | 319 | $5.0B | 125,815,961 | 42 | 104 | 118 | 0.2% |
| Q2 2020 | 312 | $4.8B | 123,817,405 | 46 | 99 | 122 | 0.0% |
| Q1 2020 | 300 | $4.1B | 124,792,564 | 48 | 98 | 96 | 0.0% |
| Q4 2019 | 294 | $5.1B | 122,306,668 | 37 | 85 | 99 | 0.0% |
| Q3 2019 | 281 | $4.9B | 123,355,644 | 37 | 90 | 84 | 0.0% |
| Q2 2019 | 265 | $4.7B | 127,355,651 | 28 | 93 | 70 | 0.0% |
| Q1 2019 | 265 | $4.2B | 119,609,517 | 32 | 75 | 91 | 0.0% |
| Q4 2018 | 267 | $3.4B | 118,848,893 | 6 | 7 | 3 | 0.0% |