Martin Whitman - Third Avenue Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    53
Portfolio value:    $616,036,133
Holdings Activity Buys Sells    History
Holding/activity history for  First Industrial Realty Trust Inc. (FR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 81,016 0.76 Reduce 22.64% 0.25 $57.85 $4,686,776 SEC
2025   Q4 104,728 1.09 Reduce 1.52% 0.02 $57.27 $5,997,773 SEC
2025   Q3 106,342 1.04 Reduce 19.84% 0.26 $52.07 $5,537,228 SEC
2025   Q2 132,663 1.32 Reduce 1.41% 0.02 $48.13 $6,385,070 SEC
2025   Q1 134,558 1.46 Reduce 14.37% 0.22 $53.96 $7,260,750 SEC
2024   Q4 157,130 1.52 $50.13 $7,876,927 SEC
2024   Q3 157,130 1.44 $55.98 $8,796,137 SEC
2024   Q2 157,130 1.28 Add 1.20% 0.02 $47.51 $7,465,246 SEC
2024   Q1 155,263 1.30 Add 0.27% <0.01 $52.54 $8,157,518 SEC
2023   Q4 154,848 1.34 Reduce 1.84% 0.02 $52.67 $8,155,844 SEC
2023   Q3 157,758 1.26 Reduce 0.16% <0.01 $47.60 $7,509,281 SEC
2023   Q2 158,010 1.37 $52.64 $8,317,646 SEC
2023   Q1 158,010 1.44 Add 0.35% <0.01 $53.20 $8,406,132 SEC
2022   Q4 157,452 1.32 Reduce 3.49% 0.05 $48.26 $7,598,634 SEC
2022   Q3 163,152 1.44 Reduce 2.18% 0.03 $44.81 $7,311,000 SEC
2022   Q2 166,781 1.41 Reduce 15.83% 0.26 $47.48 $7,919,000 SEC
2022   Q1 198,141 1.67 Reduce 0.82% 0.01 $61.91 $12,267,000 SEC
2021   Q4 199,779 1.74 Reduce 1.52% 0.02 $66.20 $13,226,000 SEC
2021   Q3 202,857 1.42 Reduce 0.18% <0.01 $52.08 $10,565,000 SEC
2021   Q2 203,224 1.40 Reduce 3.02% 0.04 $52.23 $10,615,000 SEC
2021   Q1 209,555 1.27 Reduce 13.31% 0.19 $45.79 $9,596,000 SEC
2020   Q4 241,732 1.43 Reduce 8.55% 0.12 $42.13 $10,185,000 SEC
2020   Q3 264,335 1.46 Reduce 4.08% 0.06 $39.80 $10,521,000 SEC
2020   Q2 275,569 1.48 Reduce 8.79% 0.13 $38.44 $10,593,000 SEC
2020   Q1 302,128 1.48 Reduce 46.30% 1.07 $33.23 $10,040,000 SEC
2019   Q4 562,599 2.31 Reduce 16.81% 0.41 $41.51 $23,354,000 SEC
2019   Q3 676,266 2.42 Reduce 5.55% 0.12 $39.56 $26,754,000 SEC
2019   Q2 716,038 2.21 Reduce 21.19% 0.51 $36.74 $26,308,000 SEC
2019   Q1 908,608 2.41 Reduce 14.72% 0.37 $34.22 $31,093,000 SEC
2018   Q4 1,065,381 2.51 Reduce 25.24% 0.64 $28.86 $30,747,000 SEC
2018   Q3 1,425,033 2.53 Reduce 16.42% 0.46 $31.40 $44,747,000 SEC
2018   Q2 1,705,022 2.82 Add 0.18% <0.01 $33.34 $56,846,000 SEC
2018   Q1 1,702,028 2.53 Add 0.57% 0.01 $29.23 $49,751,000 SEC
2017   Q4 1,692,334 2.56 Reduce 5.50% 0.13 $31.47 $53,258,000 SEC
2017   Q3 1,790,743 2.45 Add 0.20% <0.01 $30.09 $53,884,000 SEC
2017   Q2 1,787,243 2.31 Reduce 0.55% 0.01 $28.62 $51,151,000 SEC
2017   Q1 1,797,143 2.23 Reduce 0.32% <0.01 $26.63 $47,858,000 SEC
2016   Q4 1,802,943 2.35 Reduce 19.92% 0.60 $28.05 $50,573,000 SEC
2016   Q3 2,251,543 2.99 Reduce 27.13% 1.07 $28.22 $63,539,000 SEC
2016   Q2 3,089,843 3.93 Reduce 30.20% 1.20 $27.82 $85,959,000 SEC
2016   Q1 4,426,443 3.97 Reduce 31.09% 1.47 $22.74 $100,657,000 SEC
2015   Q4 6,423,328 4.74 Reduce 14.68% 0.65 $22.13 $142,148,000 SEC
2015   Q3 7,528,218 4.42 Add 13.80% 0.54 $20.95 $157,717,000 SEC
2015   Q2 6,615,518 3.22 Add 20.87% 0.56 $18.73 $123,908,000 SEC
2015   Q1 5,473,118 3.11 Add 0.90% 0.03 $21.43 $117,289,000 SEC
2014   Q4 5,424,494 2.99 Add 1.60% 0.05 $20.56 $111,528,000 SEC
2014   Q3 5,339,108 2.02 Add 23.94% 0.39 $16.91 $90,284,000 SEC
2014   Q2 4,307,710 1.67 Add 0.21% <0.01 $18.84 $81,157,000 SEC
2014   Q1 4,298,711 1.70 Reduce 0.73% 0.01 $19.32 $83,051,000 SEC
2013   Q4 4,330,258 1.47 Reduce 0.10% <0.01 $17.45 $75,563,000 SEC
2013   Q3 4,334,466 1.44 $16.27 $70,521,000 SEC
2013   Q2 4,334,466 1.39 Add 11.83% 0.15 $15.17 $65,754,000 SEC
2012   Q2 3,875,871 0.00 $12.62 $48,913,000 SEC
2012   Q1 3,875,871 1.37 $12.35 $47,867,000 SEC
2011   Q4 3,875,871 1.22 Add 19.46% 0.20 $10.23 $39,650,000 SEC
2011   Q3 3,244,408 0.80 Add 1.01% <0.01 $8.00 $25,956,000 SEC
2011   Q2 3,212,033 0.89 Reduce 0.94% <0.01 $11.45 $36,778,000 SEC
2011   Q1 3,242,633 0.85 Add 74.09% 0.36 $11.89 $38,555,000 SEC
2010   Q4 1,862,633 0.36 Add 6.95% 0.02 $8.76 $16,317,000 SEC
2010   Q3 1,741,600 0.21 Buy 0.21 $5.07 $8,830,000 SEC