SEC 13F Intelligence

Concorde Financial Corp / FR

Concorde Financial Corp’s First Indl Rlty Tr Inc Position

Does Concorde Financial Corp own First Indl Rlty Tr Inc (FR)? Yes69.9K shares worth $4M (+3.20% of its 13F portfolio) as of Q1 2026, down from 77.0K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
69.9K
% of Portfolio
+3.20%
Quarters Held
18
currently held

Position History FR

Reported value by quarter
Q4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $3MQ1 ’23: $5MQ2 ’23: $5MQ2 ’23Q3 ’23: $574,920Q4 ’23: $4MQ1 ’24: $4MQ1 ’24Q2 ’24: $3MQ3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202669.9K$4M+3.20%
Q4 202577.0K$4M+3.48%
Q3 202578.0K$4M+2.23%
Q2 202576.8K$4M+2.19%
Q1 202576.5K$4M+2.28%
Q4 202475.5K$4M+2.27%
Q3 202474.8K$4M+2.48%
Q2 202470.8K$3M+2.23%
Q1 202476.8K$4M+3.69%
Q4 202376.6K$4M+2.78%
Q3 202312.0K$574,920+0.98%
Q2 202386.2K$5M+2.99%
Q1 202386.7K$5M+3.38%
Q4 202261.0K$3M+1.86%
Q3 202261.0K$3M+1.86%
Q2 202261.0K$3M+3.25%
Q1 202249.0K$3M+1.77%
Q4 202144.3K$3M+1.79%

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