Position in FCPT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$282,104
New position
Shares Held
11,491
first reported quarter
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#212
of 347 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 15%
Shared 0%
None 85%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Focus Partners Wealth holds $77,798,128 across 10 REIT - Retail names. FCPT ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
161,748 | $36,174,940 | |
| 2 | O |
Realty Income Corp
|
165,620 | $10,261,815 | |
| 3 | NNN |
Nnn REIT, Inc.
|
154,771 | $7,201,494 | |
| 4 | FRT |
Federal Realty Investment Trust
|
56,359 | $6,956,954 | |
| 5 | KRG |
Kite Realty Group Trust
|
177,978 | $5,051,015 | |
| 6 | MAC |
Macerich Co
|
156,024 | $3,930,244 | |
| 7 | REG |
Regency Centers Corp
|
43,289 | $3,451,864 | |
| 8 | KIM |
Kimco Realty Corp
|
127,803 | $3,239,806 |
All Filings in FCPT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,104 | 11,491 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||