SEC 13F Intelligence

Gillson Capital LP / FR

Gillson Capital LP’s First Indl Rlty Tr Inc Position

Does Gillson Capital LP own First Indl Rlty Tr Inc (FR)? Not currently — the last reported position was 505.7K shares worth $29M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$29M
Q4 2025
Shares
505.7K
% of Portfolio
+1.89%
Quarters Held
14
position exited

Position History FR

Reported value by quarter
Q1 ’20: $2MQ1 ’20Q2 ’20: $2MQ4 ’20: $2MQ4 ’20Q2 ’21: $6MQ3 ’21: $12MQ3 ’21Q4 ’21: $22MQ1 ’22: $13MQ1 ’22Q2 ’22: $4MQ3 ’22: $11MQ3 ’22Q1 ’23: $2MQ4 ’23: $9MQ4 ’23Q3 ’24: $22MQ4 ’24: $30MQ4 ’24Q4 ’25: $29Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025505.7K$29M+1.89%
Q4 2024591.9K$30M+2.67%
Q3 2024389.7K$22M+1.98%
Q4 2023167.9K$9M+0.93%
Q1 202344.3K$2M+0.20%
Q3 2022245.6K$11M+1.01%
Q2 202292.3K$4M+0.43%
Q1 2022212.9K$13M+1.05%
Q4 2021326.2K$22M+1.41%
Q3 2021223.1K$12M+0.85%
Q2 2021116.1K$6M+0.57%
Q4 202057.1K$2M+0.26%
Q2 202045.6K$2M+0.31%
Q1 202061.0K$2M+0.34%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gillson Capital LP’s full portfolio or all institutional holders of FR.