Phocas Financial Corp.

Position in FRT — Federal Realty Investment Trust

CIK 1356783 ALAMEDA, CA

Position in FRT

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$245,663

+$8,884 QoQ

Shares Held

2,313

-1.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

9 quarters on record

Voting authority Sole 70% Shared 0% None 30%

Real Estate · as of Mar 31, 2026

Phocas Financial Corp. holds $8,940,328 across 4 REIT - Retail names. FRT ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KRG	Kite Realty Group Trust	215,132	$5,281,490
2	MAC	Macerich Co	157,961	$2,985,462
3	SPG	Simon Property Group Inc.	2,293	$427,713
4	FRT	Federal Realty Investment Trust This page	2,313	$245,663

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$245,663	2,313	-1.5%	Shares	Sole	2026-05-01
2025-12-31	$236,779	2,349	-0.6%	Shares	Sole	2026-01-26
2025-09-30	$239,294	2,362	-0.4%	Shares	Sole	2025-11-12
2025-06-30	$225,221	2,371	-1.4%	Shares	Sole	2025-08-06
2025-03-31	$235,159	2,404	+52.2%	Shares	Sole	2025-05-09
2022-12-31	$159,643	1,580	-88.6%	Shares	Sole	2023-01-11
2022-09-30	$1,253,028	13,904	+3.5%	Shares	Sole	2022-10-14
2022-06-30	$1,285,788	13,430	+2.2%	Shares	Sole	2022-08-15
2022-03-31	$1,603,755	13,138	—	Shares	Sole	2022-05-25
No filing history on record for this holder in this stock.