What smart money is saying about First Industrial Realty Trust, Inc.
FR
No fund has written a full thesis on First Industrial Realty Trust, Inc. in our archive, but 2 fund letters report a position in it — most recently Third Avenue Real Estate Value Fund in June 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q1 2026 and Q2 2026, 2 fund letters reported a position in First Industrial Realty Trust, Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- June 2026
“An additional 29.6% of the Fund’s capital is invested in North American-based companies involved with Commercial Real Estate, including: Real Estate Services (CBRE Group, JLL, and FirstService); Asset Management (Brookfield Corp.); Industrial and Logistics (Prologis, First Industrial, and Wesco); and Self- Storage (U-Haul Holdings).”
First Industrial Realty Trust, Inc. - March 2026
“The primary contributors to performance during the period included the Fund’s industrial real estate and logistics holdings (Prologis, WESCO International, and First Industrial) and certain Asian-based investments (CK Asset Holdings and Jardine Matheson Holdings).”
First Industrial Realty Trust, Inc.
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