KCM INVESTMENT ADVISORS LLC

Position in FRT — Federal Realty Investment Trust

CIK 1109228 GREENBRAE, CA

Position in FRT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$305,267

+$42,610 QoQ

Shares Held

2,473

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#421

of 614 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

KCM INVESTMENT ADVISORS LLC holds $12,403,816 across 3 REIT - Retail names. FRT ranks #3 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	184,991	$11,462,042
2	SPG	Simon Property Group Inc.	2,846	$636,507
3	FRT	Federal Realty Investment Trust This page	2,473	$305,267

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$305,267	2,473	0.0%	Shares	Sole	2026-08-14
2026-03-31	$262,657	2,473	-7.4%	Shares	Sole	2026-05-15
2025-12-31	$269,337	2,672	-5.2%	Shares	Sole	2026-02-13
2025-09-30	$285,592	2,819	-1.1%	Shares	Sole	2025-11-12
2025-06-30	$270,816	2,851	-18.6%	Shares	Sole	2025-08-06
2025-03-31	$342,467	3,501	-17.9%	Shares	Sole	2025-05-14
2024-12-31	$477,578	4,266	-4.5%	Shares	Sole	2025-02-13
2024-09-30	$513,456	4,466	+80.9%	Shares	Sole	2024-11-06
2024-06-30	$249,294	2,469	-14.2%	Shares	Sole	2024-07-29
2024-03-31	$293,697	2,876	-0.7%	Shares	Sole	2024-05-07
2023-12-31	$298,432	2,896	-2.3%	Shares	Sole	2024-02-13
2023-09-30	$268,717	2,965	-8.3%	Shares	Sole	2023-11-08
2023-06-30	$313,050	3,235	+3.1%	Shares	Sole	2023-08-09
2023-03-31	$310,128	3,138	+0.2%	Shares	Sole	2023-05-09
2022-12-31	$316,356	3,131	-12.5%	Shares	Sole	2023-01-31
2022-09-30	$322,449	3,578	-11.7%	Shares	Sole	2022-11-10
2022-06-30	$388,034	4,053	-4.1%	Shares	Sole	2022-08-15
2022-03-31	$516,111	4,228	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.