Baron Real Estate Income Fund Q3 2026 Portfolio Activity

Baron Real Estate Income Fund decreased 7.58% (Institutional Shares) in the third quarter, underperforming the MSCI US REIT Index, which decreased 6.33%. Welltower is a leading owner and operator of senior housing communities across the U.S., Canada, and the U.K., and is the largest health care REIT by market capitalization. We initiated a position in AAON, Inc., following a disappointing second quarter earnings result.

Seeking Alpha • Oct 26, 2026

Third Avenue Real Estate Value Fund Q3 2026 Portfolio Activity

Valuations seemed much more favorable for international property companies, particularly in comparison to some of the larger U.S. companies involved with senior housing and data centers. Along these lines, the Fund initiated positions in the common stock of Scentre Group and Home Depot during the quarter. Third Avenue Real Estate Value Fund trimmed back WESCO and Freddie Mac preferred, exited D.R. Horton, and extended its British Pound and Hong Kong Dollar hedges for portfolio management purposes.

Seeking Alpha • Oct 25, 2026

First Industrial Realty Trust Q3 Earnings Call Highlights

First Industrial Realty Trust NYSE: FR reported third-quarter NAREIT funds from operations of $0.80 per diluted share, up from $0.76 a year earlier, and raised the midpoint of its full-year FFO outlook by $0.01 per share as leasing performance exceeded its prior occupancy expectations.

MarketBeat • Oct 22, 2026

First Industrial Realty Trust, Inc. (FR) Q3 2026 Earnings Call Transcript

First Industrial Realty Trust, Inc. ( FR ) Q3 2026 Earnings Call October 22, 2026 11:00 AM EDT Company Participants Art Harmon - Senior VP of Investor Relations & Marketing Peter Baccile - President, CEO & Director Scott Musil - CFO, Senior VP, Treasurer & Assistant Secretary Christopher Schneider - Executive VP of Operations & Chief Information Officer Peter Schultz - Executive Vice President of East Region Johannson Yap - Chief Investment Officer & Executive VP of West Region Conference Call Participants Craig Mailman - Citigroup Inc., Research Division Viktor Fediv - Scotiabank Global Banking and Markets, Research Division Blaine Heck - Wells Fargo Securities, LLC, Research Division Nicholas Thillman - Robert W. Baird & Co. Incorporated, Research Division Todd Thomas - KeyBanc Capital Markets Inc., Research Division Caitlin Burrows - Goldman Sachs Group, Inc., Research Division Richard Anderson - Cantor Fitzgerald & Co., Research Division Vikram Malhotra - Mizuho Securities USA LLC, Research Division Jessica Zheng David Rodgers - Raymond James & Associates, Inc., Research Division Michael Lewis - Truist Securities, Inc., Research Division Jonathan Petersen - Jefferies LLC, Research Division Omotayo Okusanya - Deutsche Bank AG, Research Division Michael Mueller - JPMorgan Chase & Co, Research Division Presentation Operator Good day, and welcome to the First Industrial Realty Trust Third Quarter 2026 Results Call.

Seeking Alpha • Oct 22, 2026

First Industrial Realty Trust Reports Third Quarter 2026 Results

Cash Rental Rates on New and Renewal Leasing Increased 52% in 3Q26 Cash Same Store NOI Growth of 5.6% in 3Q26 Acquired 100% Leased 764,000 SF Building in Central Pennsylvania for $120 Million in 3Q26 Signed Remaining 32,000 SF at First Park Miami Building 12 in South Florida in 3Q26 2026 FFO Guidance Increased $0.01 at the Midpoint 2026 Cash Same Store NOI Growth Guidance Increased 75 Basis Points at the Midpoint to 6.5% CHICAGO, Oct. 21, 2026 /PRNewswire/ -- First Industrial Realty Trust, Inc. (NYSE: FR), a leading fully integrated owner, operator and developer of logistics real estate, today announced results for the third quarter of 2026. First Industrial's diluted net income available to common stockholders per share (EPS) was $0.44 in the third quarter, compared to $0.49 a year ago and third quarter funds from operations (FFO) was $0.81 per share/unit on a diluted basis, compared to $0.76 per share/unit a year ago.

PRNewsWire • Oct 21, 2026

First Industrial Realty Trust (FR) Q3 FFO Miss Estimates

First Industrial Realty Trust (FR) came out with quarterly funds from operations (FFO) of $0.81 per share, missing the Zacks Consensus Estimate of $0.82 per share. This compares to FFO of $0.76 per share a year ago.

Zacks Investment Research • Oct 21, 2026

SHAREHOLDER ALERT: Purcell & Lefkowitz LLP Announces Shareholder Investigation of First Industrial Realty Trust, Inc. (NYSE: FR)

NEW YORK, Oct. 12, 2026 /PRNewswire/ -- Purcell & Lefkowitz LLP announces that it is investigating First Industrial Realty Trust, Inc. (NYSE: FR) on behalf of the company's shareholders. The investigation seeks to determine whether First Industrial Realty Trust's directors breached their fiduciary duties in connection with recent corporate actions.

PRNewsWire • Oct 12, 2026

First Industrial Realty Trust To Host Third Quarter 2026 Results Conference Call On October 22

CHICAGO, Oct. 7, 2026 /PRNewswire/ -- First Industrial Realty Trust, Inc. (NYSE: FR), a leading fully integrated owner, operator and developer of logistics real estate, will host its third quarter 2026 results conference call on Thursday, October 22, 2026 at 10:00 a.m. CDT (11:00 a.m.

PRNewsWire • Oct 7, 2026

First Industrial: 39% Rent Growth And The Stock Is Falling

First Industrial Realty Trust is rated 'Buy' as fundamentals remain strong despite an 11% share price decline since July. FR delivered 39% cash rental-rate growth on commenced leases and 6.7% same-store NOI growth, with occupancy improving to 94.9%. Management raised 2026 FFO and NOI guidance midpoints, and development projects continue to attract tenants in key U.S. markets.

Seeking Alpha • Oct 6, 2026

3 Dividend REITs Built Around Warehouses America Cannot Stop Building

Warehouse demand is accelerating from e-commerce, defense, and data centers all at once, and three industrial REITs are quietly capturing that rent growth while their dividends still have plenty of room to climb.

24/7 Wall Street • Oct 1, 2026