FR

FIRST INDUSTRIAL REALTY TRUST INC

NYSE · Real Estate Investment Trusts · Inc. MD · CIK 0000921825
$63.57 +1.24% $8.4B
High Impact Filing (7/10)22 New Institutional Positions16 Institutional Exits
Vol
Market Cap$8.4B
Cap SizeMid Cap
Analyst ConsensusBuy (60%)
Inst. Holders50 funds
Inst. Value$4.8B
Inst. Activity22 buys / 16 sells
Reddit Sentiment67° Warm
SEC Reports3
Exchange NYSE·Sector Real Estate Investment Trusts·Inc. MD·CIK 0000921825·Prev Close $62.79

Recent Activity

Jun 4, 2026 short_volume
Short Volume: FR — 73.9% short (0.6M / 0.8M)
Short: 595,267 | Exempt: 0 | TRF Vol: 805,067 | Short Ratio: 73.9% | Off-exchange volume (dark pool
Jun 1, 2026 Insider
Schmitz Frank E. was granted 2,293 shares
Director
Apr 30, 2026 Insider
Olsen Denise was granted 2,419 shares
Director
Apr 30, 2026 Insider
Smith Marcus L. was granted 2,419 shares
Director
Apr 13, 2026 SEC
First Industrial Realty Trust is engaged in a proxy fight, with the board urging shareholders to support its nominees. T
DEFA14A — Impact 6/10
Mar 20, 2026 SEC
First Industrial Realty Trust (FR) responded to activist investor Land Buildings withdrawing its director nominee, Jonat
DEFA14A — Impact 7/10
Mar 17, 2026 SEC
First Industrial Realty Trust announced the appointment of Frank E. Schmitz to its Board of Directors effective June 1,
8-K — Impact 7/10
Inst.
PRUDENTIAL FINANCIAL INC — ADD
2,787,938 shares ($161.3M)

Price Targets

$66.87 +5.2% upside Buy
Current $63.57 Low $61.00 Median $67.00 High $74.00 15 analysts
$61.00 $74.00

Analyst Ratings

Buy60% buy · 25 analysts
5Strong Buy
10Buy
10Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 1, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
May 15, 2026 Truist Securities MAINTAIN Buy → Buy
Apr 28, 2026 Baird MAINTAIN Outperform → Outperform
Mar 2, 2026 Scotiabank MAINTAIN Sector Perform → Sector Perform
Feb 23, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.42 ▼ -1.5% $0.40 — $0.45 -0% YoY 4
Next Q $0.44 ▼ -1.3% $0.42 — $0.47 -11% YoY 4
Current FY $2.15 ▲ +24.6% $1.76 — $2.39 15% YoY 3
Next FY $1.86 $1.77 — $2.03 -14% YoY 4

Top Institutional Holders

FundValueMove
BlackRock, Inc.$966.5M
VANGUARD PORTFOLIO MANAGEMENT LLC$729.9M
STATE STREET CORP$371.3M
VANGUARD CAPITAL MANAGEMENT LLC$343.0M
Invesco Ltd.$199.2M

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Schmitz FrankA$0.00
Apr 30, 2026Olsen DeniseA$0.00
Apr 30, 2026Smith MarcusA$0.00
Apr 30, 2026DOMINSKI MATTHEWA$0.00
Apr 30, 2026HACKETT HA$0.00

Reddit Sentiment

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish
50 institutional holders with $4.8B total value (83,585,919 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 22 institutions added/increased vs 16 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.16,707,768$966.5M20.0%
2VANGUARD PORTFOLIO MANAGEMENT LLC12,617,830$729.9M15.1%
3STATE STREET CORP6,363,262$371.3M7.7%
4VANGUARD CAPITAL MANAGEMENT LLC5,929,282$343.0M7.1%
5Invesco Ltd.3,443,458$199.2M4.1%
6PRUDENTIAL FINANCIAL INC2,787,938$161.3M3.3%ADD +30.8%
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,564,958$148.4M3.1%
8DUFF & PHELPS INVESTMENT MANAGEMENT CO2,195,608$127.0M2.6%ADD +50.7%
9MORGAN STANLEY2,103,220$121.7M2.5%
10DIMENSIONAL FUND ADVISORS LP2,025,484$117.2M2.4%
11Alyeska Investment Group, L.P.2,023,407$117.1M2.4%
12Nuveen, LLC1,887,214$109.2M2.3%DOUBLED +130.1%
13DEUTSCHE BANK AG\1,872,191$108.3M2.2%
14AMERIPRISE FINANCIAL INC1,584,550$91.2M1.9%
15Artemis Investment Management LLP1,186,294$68.6M1.4%
16NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,095,530$63.4M1.3%TRIM -29.8%
17FRONTIER CAPITAL MANAGEMENT CO LLC946,365$54.7M1.1%
18Russell Investments Group, Ltd.891,600$51.6M1.1%
19LONDON CO OF VIRGINIA839,637$48.6M1.0%
20VANGUARD FIDUCIARY TRUST CO822,381$47.6M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
PRUDENTIAL FINANCIAL INCADD2,131,9282,787,938+30.8%$161.3M2026-Q1
Nuveen, LLCDOUBLED820,2761,887,214+130.1%$109.2M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.TRIM1,560,9421,095,530-29.8%$63.4M2026-Q1
Woodline Partners LPNEW727,492$42.1M2026-Q1
Jain Global LLCDOUBLED256,906537,318+109.1%$31.1M2026-Q1
STRS OHIOADD267,567464,562+73.6%$26.9M2026-Q1
Gotham Asset Management, LLCDOUBLED27,646380,603+1276.7%$22.0M2026-Q1
APG Asset Management US Inc.DOUBLED132,600309,950+133.7%$18.2M2026-Q1
BROOKFIELD Corp /ON/TRIM481,037308,687-35.8%$17.9M2026-Q1
HSBC HOLDINGS PLCADD218,448279,355+27.9%$16.2M2026-Q1
Sumitomo Mitsui Trust Group, Inc.NEAR_EXIT959,917207,278-78.4%$12.0M2026-Q1
FIRST TRUST ADVISORS LPDOUBLED59,153134,816+127.9%$7.8M2026-Q1
Verition Fund Management LLCTRIM220,314131,226-40.4%$7.6M2026-Q1
MACQUARIE GROUP LTDADD69,16698,266+42.1%$5.7M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD51,75969,233+33.8%$3.8M2026-Q1
Mariner, LLCADD31,44153,908+71.5%$3.1M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.NEAR_EXIT223,70345,000-79.9%$2.6M2026-Q1
Holocene Advisors, LPTRIM66,69330,985-53.5%$1.8M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECADD17,20930,100+74.9%$1.7M2026-Q1
Erste Asset Management GmbHADD16,40027,100+65.2%$1.6M2026-Q1
CAPTRUST FINANCIAL ADVISORSADD20,20626,286+30.1%$1.5M2026-Q1
NEOS Investment Management LLCADD18,20424,954+37.1%$1.4M2026-Q1
M&T BANK CORPTRIM40,92719,779-51.7%$1.1M2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASADD14,36918,683+30.0%$1.1M2026-Q1
ALLSTATE CORPTRIM45,31818,677-58.8%$1.1M2026-Q1
7 unique insiders with 7 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Schmitz Frank E.DirectorAWARD2,293
Apr 30, 2026Olsen DeniseDirectorAWARD2,419
Apr 30, 2026Smith Marcus L.DirectorAWARD2,419
Apr 30, 2026DOMINSKI MATTHEWDirectorAWARD2,419
Apr 30, 2026HACKETT H PATRICK JRDirectorAWARD2,419
Apr 30, 2026BAZEMORE TERESA BRYCEDirectorAWARD2,419
Feb 19, 2026Schultz PeterEVP - East RegionGIFT100

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (60% buy). Based on 25 analysts: 5 strong buy, 10 buy, 10 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$66.87 mean target +5.2% upside Buy (2.06)
$61.00 Low $74.00 High
MetricValue
Current Price$63.57
Target Low$61.00
Target Mean$66.87
Target Median$67.00
Target High$74.00
# Analysts15
RecommendationBuy (2.06)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.42 $0.40 $0.45 -0.1% -1.5% 1↑ 0↓ $0.2B 8.1% 4
Next Q
2026-09-30
$0.44 $0.42 $0.47 -10.8% -1.3% 1↑ 0↓ $0.2B 8.7% 4
Current FY
2026-12-31
$2.15 $1.76 $2.39 15.0% +24.6% 1↑ 0↓ $0.8B 8.9% 3
Next FY
2027-12-31
$1.86 $1.77 $2.03 -13.5% +0.4% 1↑ 1↓ $0.8B 7.2% 4

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.419
7d ago$0.419
30d ago$0.426-0.006
60d ago$0.409+0.010
90d ago$0.427-0.008
7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 1, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 15, 2026 Truist Securities MAINTAIN Buy Buy
Apr 28, 2026 Baird MAINTAIN Outperform Outperform
Mar 2, 2026 Scotiabank MAINTAIN Sector Perform Sector Perform
Feb 23, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 18, 2026 Truist Securities MAINTAIN Buy Buy
Feb 11, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 10, 2026 RBC Capital MAINTAIN Outperform Outperform
Feb 6, 2026 Cantor Fitzgerald MAINTAIN Neutral Neutral
Jan 20, 2026 Truist Securities MAINTAIN Buy Buy
Jan 14, 2026 Scotiabank MAINTAIN Sector Perform Sector Perform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026510100060%
May 1, 2026510100060%
Apr 1, 2026510100060%
Mar 1, 2026510100060%
Feb 1, 2026510100060%
Jan 1, 202679110059%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 3, 2026160° Warm101
Jun 3, 2026160° Warm101
Jun 4, 2026
short_volume
Short Volume: FR — 73.9% short (0.6M / 0.8M)
Short: 595,267 | Exempt: 0 | TRF Vol: 805,067 | Short Ratio: 73.9% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: FR — 1.1M shares, 28,378 trades
Week starting 2026-05-25. Total ATS volume: 1,137,681 shares across 28,378 trades.
May 18, 2026
dark_pool
Dark Pool: FR — 0.9M shares, 25,706 trades
Week starting 2026-05-18. Total ATS volume: 902,335 shares across 25,706 trades.
May 11, 2026
dark_pool
Dark Pool: FR — 1.0M shares, 28,550 trades
Week starting 2026-05-11. Total ATS volume: 960,329 shares across 28,550 trades.
May 4, 2026
dark_pool
Dark Pool: FR — 1.1M shares, 34,448 trades
Week starting 2026-05-04. Total ATS volume: 1,055,488 shares across 34,448 trades.
May 1, 2026
short_volume
Short Volume: FR — 63.1% short (0.5M / 0.8M)
Short: 497,040 | Exempt: 18 | TRF Vol: 787,243 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: FR — 1.6M shares, 37,325 trades
Week starting 2026-04-27. Total ATS volume: 1,555,381 shares across 37,325 trades.
Apr 22, 2026
earnings_calendar
FR Q1 2026 Earnings After Market Close — 2026-04-22
Apr 20, 2026
dark_pool
Dark Pool: FR — 1.5M shares, 35,805 trades
Week starting 2026-04-20. Total ATS volume: 1,526,423 shares across 35,805 trades.
Apr 13, 2026
dark_pool
Dark Pool: FR — 1.0M shares, 28,862 trades
Week starting 2026-04-13. Total ATS volume: 961,251 shares across 28,862 trades.
Apr 6, 2026
dark_pool
Dark Pool: FR — 0.9M shares, 22,597 trades
Week starting 2026-04-06. Total ATS volume: 876,068 shares across 22,597 trades.
Mar 30, 2026
dark_pool
Dark Pool: FR — 0.9M shares, 24,259 trades
Week starting 2026-03-30. Total ATS volume: 947,987 shares across 24,259 trades.
Mar 23, 2026
dark_pool
Dark Pool: FR — 1.4M shares, 36,116 trades
Week starting 2026-03-23. Total ATS volume: 1,418,201 shares across 36,116 trades.
Mar 16, 2026
dark_pool
Dark Pool: FR — 1.5M shares, 34,629 trades
Week starting 2026-03-16. Total ATS volume: 1,484,492 shares across 34,629 trades.
Mar 9, 2026
dark_pool
Dark Pool: FR — 1.5M shares, 38,750 trades
Week starting 2026-03-09. Total ATS volume: 1,463,952 shares across 38,750 trades.