New York Life Investment Management LLC
Position in FRT — Federal Realty Investment Trust
CIK 1133639
New York, NY
Position in FRT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,584,957
+$414,238 QoQ
Shares Held
20,941
+2.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#198
of 614 holders
Holding Since
Jun 2022
17 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, 2026New York Life Investment Management LLC holds $30,223,738 across 6 REIT - Retail names. FRT ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
45,202 | $10,109,427 | |
| 2 | O |
Realty Income Corp
|
129,810 | $8,043,027 | |
| 3 | KIM |
Kimco Realty Corp
|
182,991 | $4,638,821 | |
| 4 | REG |
Regency Centers Corp
|
44,890 | $3,579,528 | |
| 5 | FRT |
Federal Realty Investment Trust
This page
|
20,941 | $2,584,957 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
40,215 | $1,267,978 |
All Filings in FRT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,584,957 | 20,941 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,170,719 | 20,438 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,786,579 | 17,724 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,867,345 | 18,432 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,765,769 | 18,589 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,791,964 | 18,319 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,024,279 | 18,082 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,104,065 | 18,301 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,922,669 | 19,042 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,839,078 | 18,009 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,914,874 | 18,582 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,711,546 | 18,885 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,375,875 | 14,218 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,032,279 | 10,445 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,050,310 | 10,395 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $907,778 | 10,073 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $944,475 | 9,865 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||