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Top REIT investors are quietly repositioning their portfolios, revealing where the “smart money” sees opportunity. Several clear sector themes are emerging from recent 13F filings. But the biggest surprise may be how much top managers disagree on certain REITs.

CHICAGO, March 20, 2026 /PRNewswire/ -- First Industrial Realty Trust, Inc. (NYSE: FR), a leading fully integrated owner, operator and developer of logistics real estate, today commented on Land & Buildings' withdrawal of its director nominee, Land & Buildings principal Jonathan Litt, in connection with the Company's upcoming 2026 Annual Meeting of Stockholders (the "Annual Meeting") to be held on April 30, 2026. The Company issued the following statement: Land & Buildings has repeatedly made misleading statements about the Company's strategy and governance, including misrepresenting the Company's historical outperformance.

STAMFORD, Conn.--(BUSINESS WIRE)--Today, Land & Buildings Investment Management, LLC (together with its affiliates, “Land & Buildings,” “L&B,” “us” or “we”), a shareholder of First Industrial Realty Trust (NYSE: FR) (“First Industrial,” “FR” or the “Company”), issued a letter to shareholders detailing why urgent change is needed at the Company to maximize shareholder value. The letter also highlights why shareholders should send a clear message at the Company's upcoming 2026 annual.

Announces $250 Million Share Repurchase Authorization, Plans Series of Market Tours for Investors/Analysts in 2026 CHICAGO, March 16, 2026 /PRNewswire/ -- First Industrial Realty Trust, Inc. (NYSE: FR), a leading fully integrated owner, operator and developer of logistics real estate, today announced that Frank E. Schmitz will be appointed to the First Industrial Board of Directors, effective June 1, 2026.

STAMFORD, Conn.--(BUSINESS WIRE)--Today, Land & Buildings Investment Management, LLC (together with its affiliates, “Land & Buildings,” “L&B,” “us” or “we”), a shareholder of First Industrial Realty Trust (NYSE: FR) (“First Industrial,” “FR” or the “Company”), issued a letter to shareholders detailing the Company's governance discount and its latest engagement with the Company. The full text of the letter is below: Dear fellow First Industrial Shareholders, Two weeks ago, we publish.

STAMFORD, Conn.--(BUSINESS WIRE)--Today, Land & Buildings Investment Management, LLC (together with its affiliates, “Land & Buildings,” “L&B,” “us” or “we”), a shareholder of First Industrial Realty Trust (NYSE: FR) (“First Industrial,” “FR” or the “Company”), issued a letter to shareholders detailing the insular boardroom culture at the Company and why meaningful change is needed. The full text of the letter is below: Dear fellow First Industrial Shareholders, Our engagement with F.

Thirty-six publicly traded US real estate investment trusts are projected to increase dividend payouts in the first quarter, according to S&P Global Market Intelligence forecasts. The remaining 100 public REITs included in the analysis are predicted to maintain their dividend payout over the quarter. Two manufactured home REITs and two communication REITs are expected to raise their dividends within the first quarter, accounting for roughly 66.7% of both sectors.