Crestwood Advisors Group, LLC
Position in FRT — Federal Realty Investment Trust
CIK 1426853
BOSTON, MA
Position in FRT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$302,057
New position
Shares Held
2,447
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#423
of 614 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $3,389,028 across 6 REIT - Retail names. FRT ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRX |
Brixmor Property Group Inc.
|
43,405 | $1,368,559 | |
| 2 | SPG |
Simon Property Group Inc.
|
2,629 | $587,975 | |
| 3 | NNN |
Nnn REIT, Inc.
|
10,539 | $490,379 | |
| 4 | REG |
Regency Centers Corp
|
5,092 | $406,036 | |
| 5 | FRT |
Federal Realty Investment Trust
This page
|
2,447 | $302,057 | |
| 6 | O |
Realty Income Corp
|
3,777 | $234,022 |
All Filings in FRT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,057 | 2,447 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||