FR — FIRST INDL RLTY TR INC

Ownership history in Concorde Financial Corp  ·  17 quarters on record

This page tracks every 13F SEC filing in which Concorde Financial Corp reported a position in FIRST INDL RLTY TR INC (FR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.69% (2024 Q1)
Avg. % of fund
2.44%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 77,022 -1,027 -1.3% 3.48% $4.5M $57.27
2025 Q3 ADDED 78,049 +1,226 +1.6% 2.23% $4.0M $51.08
2025 Q2 ADDED 76,823 +282 +0.4% 2.19% $3.7M $47.35
2025 Q1 ADDED 76,541 +1,062 +1.4% 2.28% $4.1M $52.60
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FR price (monthly, adj. close)

Other funds also holding FR

As of 2025 Q4 — sorted by position size

Starwood Capital Group Management, L.L.C. 3Y 7Y 16.57% Argosy-Lionbridge Management, LLC 14.65% Land & Buildings Investment Management, LLC 3Y 7Y 8.69% RUSH ISLAND MANAGEMENT, LP 3Y 7Y 7.44% Vision Capital Corp 3Y 7Y 7.16% Presima Securities ULC 3Y 7Y 6.01% Waterfront Capital Partners, LLC 3Y 7Y 2.26% GSI Capital Advisors LLC 3Y 7Y 2.08% CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3Y 7Y 1.97% Gillson Capital LP 3Y 7Y 1.89%
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