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)
← All FR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 81,016 0.76 Reduce 22.64% 0.25 $56.67–64.01 · VW $59.85i $4,686,776 SEC
2025   Q4 104,728 1.09 Reduce 1.52% 0.02 $50.24–59.43 · VW $55.80i $5,997,773 SEC
2025   Q3 106,342 1.04 Reduce 19.84% 0.26 $47.38–53.13 · VW $50.36i $5,537,228 SEC
2025   Q2 132,663 1.32 Reduce 1.41% 0.02 $40.31–54.24 · VW $48.40i $6,385,070 SEC
2025   Q1 134,558 1.46 Reduce 14.37% 0.22 $48.30–58.17 · VW $54.55i $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 $45.10–53.53 · VW $47.55i $7,465,246 SEC
2024   Q1 155,263 1.30 Add 0.27% <0.01 $50.50–55.15 · VW $52.59i $8,157,518 SEC
2023   Q4 154,848 1.34 Reduce 1.84% 0.02 $40.44–54.06 · VW $46.74i $8,155,844 SEC
2023   Q3 157,758 1.26 Reduce 0.16% <0.01 $47.45–55.23 · VW $51.23i $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 $47.31–55.51 · VW $52.41i $8,406,132 SEC
2022   Q4 157,452 1.32 Reduce 3.49% 0.05 $42.91–51.38 · VW $47.57i $7,598,634 SEC
2022   Q3 163,152 1.44 Reduce 2.18% 0.03 $43.70–55.88 · VW $49.52i $7,311,000 SEC
2022   Q2 166,781 1.41 Reduce 15.83% 0.26 $45.80–65.92 · VW $54.06i $7,919,000 SEC
2022   Q1 198,141 1.67 Reduce 0.82% 0.01 $55.31–66.32 · VW $60.59i $12,267,000 SEC
2021   Q4 199,779 1.74 Reduce 1.52% 0.02 $52.15–66.74 · VW $61.18i $13,226,000 SEC
2021   Q3 202,857 1.42 Reduce 0.18% <0.01 $51.93–56.90 · VW $54.28i $10,565,000 SEC
2021   Q2 203,224 1.40 Reduce 3.02% 0.04 $45.87–53.92 · VW $50.49i $10,615,000 SEC
2021   Q1 209,555 1.27 Reduce 13.31% 0.19 $40.08–47.47 · VW $43.21i $9,596,000 SEC
2020   Q4 241,732 1.43 Reduce 8.55% 0.12 $39.24–44.79 · VW $41.66i $10,185,000 SEC
2020   Q3 264,335 1.46 Reduce 4.08% 0.06 $37.74–44.31 · VW $41.88i $10,521,000 SEC
2020   Q2 275,569 1.48 Reduce 8.79% 0.13 $28.90–41.63 · VW $37.24i $10,593,000 SEC
2020   Q1 302,128 1.48 Reduce 46.30% 1.07 $25.89–46.12 · VW $37.43i $10,040,000 SEC
2019   Q4 562,599 2.31 Reduce 16.81% 0.41 $38.87–43.24 · VW $41.73i $23,354,000 SEC
2019   Q3 676,266 2.42 Reduce 5.55% 0.12 $36.18–40.24 · VW $38.37i $26,754,000 SEC
2019   Q2 716,038 2.21 Reduce 21.19% 0.51 $33.86–37.53 · VW $35.46i $26,308,000 SEC
2019   Q1 908,608 2.41 Reduce 14.72% 0.37 $27.77–35.60 · VW $33.03i $31,093,000 SEC
2018   Q4 1,065,381 2.51 Reduce 25.24% 0.64 $27.30–32.55 · VW $30.43i $30,747,000 SEC
2018   Q3 1,425,033 2.53 Reduce 16.42% 0.46 $30.58–34.04 · VW $32.28i $44,747,000 SEC
2018   Q2 1,705,022 2.82 Add 0.18% <0.01 $28.53–33.75 · VW $32.11i $56,846,000 SEC
2018   Q1 1,702,028 2.53 Add 0.57% 0.01 $27.61–31.56 · VW $29.45i $49,751,000 SEC
2017   Q4 1,692,334 2.56 Reduce 5.50% 0.13 $30.18–32.91 · VW $31.54i $53,258,000 SEC
2017   Q3 1,790,743 2.45 Add 0.20% <0.01 $27.96–31.83 · VW $30.24i $53,884,000 SEC
2017   Q2 1,787,243 2.31 Reduce 0.55% 0.01 $26.48–30.17 · VW $28.48i $51,151,000 SEC
2017   Q1 1,797,143 2.23 Reduce 0.32% <0.01 $25.31–28.74 · VW $26.58i $47,858,000 SEC
2016   Q4 1,802,943 2.35 Reduce 19.92% 0.60 $24.85–28.50 · VW $26.75i $50,573,000 SEC
2016   Q3 2,251,543 2.99 Reduce 27.13% 1.07 $26.93–29.75 · VW $28.66i $63,539,000 SEC
2016   Q2 3,089,843 3.93 Reduce 30.20% 1.20 $22.22–27.84 · VW $24.57i $85,959,000 SEC
2016   Q1 4,426,443 3.97 Reduce 31.09% 1.47 $18.89–23.12 · VW $21.72i $100,657,000 SEC
2015   Q4 6,423,328 4.74 Reduce 14.68% 0.65 $20.74–23.09 · VW $22.06i $142,148,000 SEC
2015   Q3 7,528,218 4.42 Add 13.80% 0.54 $18.54–21.43 · VW $20.11i $157,717,000 SEC
2015   Q2 6,615,518 3.22 Add 20.87% 0.56 $18.66–21.67 · VW $19.69i $123,908,000 SEC
2015   Q1 5,473,118 3.11 Add 0.90% 0.03 $19.89–22.60 · VW $21.45i $117,289,000 SEC
2014   Q4 5,424,494 2.99 Add 1.60% 0.05 $16.77–21.25 · VW $19.52i $111,528,000 SEC
2014   Q3 5,339,108 2.02 Add 23.94% 0.39 $16.76–19.58 · VW $17.99i $90,284,000 SEC
2014   Q2 4,307,710 1.67 Add 0.21% <0.01 $17.58–19.46 · VW $18.60i $81,157,000 SEC
2014   Q1 4,298,711 1.70 Reduce 0.73% 0.01 $16.29–19.67 · VW $18.13i $83,051,000 SEC
2013   Q4 4,330,258 1.47 Reduce 0.10% <0.01 $16.16–18.95 · VW $17.57i $75,563,000 SEC
2013   Q3 4,334,466 1.44 $16.27 $70,521,000 SEC
2013   Q2 4,334,466 1.39 Reduce 0.83% 0.01 $14.11–18.94 · VW $16.90i $65,754,000 SEC
2013   Q1 4,370,706 1.77 Add 0.11% <0.01 $14.16–17.14 · VW $16.03i $74,870,000 SEC
2012   Q4 4,366,006 1.67 Add 12.65% 0.19 $12.48–14.17 · VW $13.43i $61,473,000 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 $7.15–10.50 · VW $9.41i $39,650,000 SEC
2011   Q3 3,244,408 0.80 Add 1.01% <0.01 $7.80–12.27 · VW $9.83i $25,956,000 SEC
2011   Q2 3,212,033 0.89 Reduce 0.94% <0.01 $10.41–12.91 · VW $11.89i $36,778,000 SEC
2011   Q1 3,242,633 0.85 Add 74.09% 0.36 $8.73–11.95 · VW $10.74i $38,555,000 SEC
2010   Q4 1,862,633 0.36 Add 6.95% 0.02 $4.90–8.88 · VW $7.45i $16,317,000 SEC
2010   Q3 1,741,600 0.21 Buy 0.21 $3.69–5.44 · VW $4.56i $8,830,000 SEC
Price snapshot:
Current price$65.10
Avg. buy price$14.09
+/- since buy361.99%
52-week low$45.84
52-week high$65.74