Position in FCPT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$721,007
+$127,441 QoQ
Shares Held
29,369
+17.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#148
of 347 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 5%
Shared 47%
None 48%
Common Shares in FCPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Cerity Partners LLC holds $66,019,284 across 20 REIT - Retail names. FCPT ranks #13 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
342,474 | $15,935,314 | |
| 2 | FRT |
Federal Realty Investment Trust
|
108,188 | $13,354,725 | |
| 3 | SPG |
Simon Property Group Inc.
|
46,135 | $10,318,091 | |
| 4 | O |
Realty Income Corp
|
117,121 | $7,256,816 | |
| 5 | KIM |
Kimco Realty Corp
|
147,418 | $3,737,045 | |
| 6 | REG |
Regency Centers Corp
|
34,152 | $2,723,278 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
64,569 | $2,687,360 | |
| 8 | ADC |
Agree Realty Corp
|
26,876 | $2,035,586 |
All Filings in FCPT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $721,007 | 29,369 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $593,566 | 25,098 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $265,212 | 11,501 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $382,933 | 15,694 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $445,844 | 16,568 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $445,624 | 15,527 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $378,874 | 13,960 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $488,158 | 16,655 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $344,541 | 13,966 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $350,410 | 14,320 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $573,146 | 22,654 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $483,852 | 21,805 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $32,232 | 1,200 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||