Interchange Capital Partners, LLC FR β€” FIRST INDL RLTY TR INC

Ownership history in Interchange Capital Partners, LLC  Β·  2 quarters on record

AI Ownership Summary

Interchange Capital Partners, LLC reported FIRST INDL RLTY TR INC (FR) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.05% in 2025 Q4. The latest visible filing shows FR at 0.05% 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.

What this FR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Interchange Capital Partners, LLC'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 Q2

FR was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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 Interchange Capital Partners, LLC 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 Q2 REDUCED β€” β€” β€” 4,063 -433 -9.6% 0.05% $249K 2026-07-20 $68.20
2025 Q4 INITIATED β€” β€” β€” 4,496 β€” β€” 0.05% $257K 2026-01-30 $57.07

FAQ About Interchange Capital Partners, LLC and FR

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

How long has Interchange Capital Partners, LLC reported owning FR?

Interchange Capital Partners, LLC reported FR across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported FR position in Interchange Capital Partners, LLC's portfolio?

The largest reported portfolio weight for FR was 0.05% in 2025 Q4.

What is the latest reported FR position on this page?

The most recent filing on this page is 2026 Q2, when Interchange Capital Partners, LLC reported 4,063 shares, equal to 0.05% of portfolio, with an estimated market value of $249K.

What does the chart on this FR ownership page compare?

The chart compares Interchange Capital Partners, LLC'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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