MassMutual Private Wealth & Trust, FSB
Position in FRT — Federal Realty Investment Trust
CIK 1103653
Windsor, CT
Position in FRT
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$45,672
+$21,775 QoQ
Shares Held
370
+64.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#511
of 614 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $1,739,713 across 25 REIT - Retail names. FRT ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
17,381 | $1,076,926 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,456 | $325,634 | |
| 3 | ADC |
Agree Realty Corp
|
831 | $62,939 | |
| 4 | FRT |
Federal Realty Investment Trust
This page
|
370 | $45,672 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
1,140 | $35,944 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
908 | $27,103 | |
| 7 | NNN |
Nnn REIT, Inc.
|
490 | $22,799 | |
| 8 | 1,114 | $21,121 |
All Filings in FRT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,672 | 370 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $23,897 | 225 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $29,232 | 290 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $29,379 | 290 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $27,547 | 290 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $18,781 | 192 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $15,673 | 140 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $13,911 | 121 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $8,784 | 87 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $8,884 | 87 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $8,656 | 84 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $7,975 | 88 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $9,677 | 100 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $16,405 | 166 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $4,748 | 47 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $6,218 | 69 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $9,191 | 96 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $9,155 | 75 | Shares | Sole | 2022-04-08 | |
| No filing history on record for this holder in this stock. | ||||||