Friedenthal Financial FR β€” FIRST INDL RLTY TR INC

Ownership history in Friedenthal Financial  Β·  3 quarters on record

AI Ownership Summary

Friedenthal Financial reported FIRST INDL RLTY TR INC (FR) in 3 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.53% in 2025 Q1. The latest visible filing shows FR at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Friedenthal Financial's position in FIRST INDL RLTY TR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FR was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Friedenthal Financial held FR β€” position size vs. price
% of Fund (quarterly)    FR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 16,939 +603 +3.7% 0.49% $980K 2026-04-20 $64.40
2025 Q1 ADDED β€” β€” β€” 16,336 +3,716 +29.4% 0.53% $881K 2025-04-21 $43.93
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Friedenthal Financial and FR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Friedenthal Financial reported owning FR?

Friedenthal Financial reported FR across 2 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported FR position in Friedenthal Financial's portfolio?

The largest reported portfolio weight for FR was 0.53% in 2025 Q1.

What is the latest reported FR position on this page?

The most recent filing on this page is 2026 Q1, when Friedenthal Financial reported 16,939 shares, equal to 0.49% of portfolio, with an estimated market value of $980K.

What does the chart on this FR ownership page compare?

The chart compares Friedenthal Financial's quarterly FR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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