Current position

Fisher Asset Management, LLC’s First Indl Rlty Tr Inc (FR) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Fisher Asset Management, LLCVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2022Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares198.56KHighest verified quarter-end share count
Quarters reported7Verified quarters with shares above zero
What happened?

Fisher Asset Management, LLC first reported First Indl Rlty Tr Inc in Q4 2022. The reported position was increased and reduced across later filings. Fisher Asset Management, LLC currently reports 153.68K shares. The latest verified filing showed: Bought 29.6% more.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Bought 29.6% more+35.09K shares · 153.68K shares reported after the change
Filing context

Quarter-end price $61.31

Q1 2026
Bought 9.0% more+9.80K shares · 118.59K shares reported after the change
Filing context

Quarter-end price $57.85

Q4 2025
Bought 0.01% more+16 shares · 108.80K shares reported after the change
Filing context

Quarter-end price $57.27

Q3 2024
Sold 0.04% of the position−49 shares · 124.43K shares remained
Filing context

Quarter-end price $55.98

Q1 2023
Sold 10.2% of the position−20.30K shares · 178.25K shares remained
Filing context

Quarter-end price $53.52

Q4 2022
New position+198.56K shares · 198.56K shares reported
Filing context

Quarter-end price $0.05

1 unchanged quarter is collapsed by default.

Portfolio importance

How important is First Indl Rlty Tr Inc in Fisher Asset Management, LLC’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.0%Q2 2026
Current rank#420of 1037 reported positions
Peak portfolio weight0.0%Q4 2022
Best historical rank#420Q2 2026
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$61.412026-09-16

Market context only; not an investor transaction price.

Latest filing quarter-end price$61.31Q2 2026

Derived from validated reported value and shares where supported.

Latest verified investor filingQ2 2026 · filed 2026-08-04
Open SEC filing ↗

Coverage is bounded to the institution’s top reported positions and material events rather than every security in each Form 13F. The filing reflects reportable U.S.-listed holdings, not Fisher Investments’ complete global portfolio, client mandates, short positions, exact trade dates or execution prices. Options are reported separately.