Position in FCPT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$680,035
+$7,335 QoQ
Shares Held
27,700
-2.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#157
of 347 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FCPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $360,060,720 across 21 REIT - Retail names. FCPT ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
2,494,326 | $154,548,438 | |
| 2 | SPG |
Simon Property Group Inc.
|
324,448 | $72,562,795 | |
| 3 | KIM |
Kimco Realty Corp
|
1,627,635 | $41,260,547 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
371,940 | $15,480,142 | |
| 5 | MAC |
Macerich Co
|
489,628 | $12,333,729 | |
| 6 | NNN |
Nnn REIT, Inc.
|
226,857 | $10,555,656 | |
| 7 | FRT |
Federal Realty Investment Trust
|
83,606 | $10,320,324 | |
| 8 | REG |
Regency Centers Corp
|
108,167 | $8,625,236 |
All Filings in FCPT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680,035 | 27,700 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $672,700 | 28,444 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $619,137 | 26,849 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $674,342 | 27,637 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $825,248 | 30,667 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $830,635 | 28,942 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $781,170 | 28,783 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $763,877 | 26,062 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $612,112 | 24,812 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $477,825 | 19,527 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $209,053 | 8,263 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $223,897 | 10,090 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $247,523 | 9,745 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $259,010 | 9,643 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $248,668 | 9,590 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $237,182 | 9,805 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $273,371 | 10,281 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $224,269 | 8,294 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $229,897 | 7,817 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $207,063 | 7,709 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $200,089 | 7,247 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $248,956 | 9,086 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $250,633 | 8,419 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $200,446 | 7,833 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $229,970 | 9,425 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||