HARBOR INVESTMENT ADVISORY, LLC
Position in FRT — Federal Realty Investment Trust
CIK 1468792
LUTHERVILLE, MD
Position in FRT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$123,440
+$123,340 QoQ
Shares Held
1,000
+99900.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#492
of 614 holders
Holding Since
Dec 2021
9 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $1,262,111 across 7 REIT - Retail names. FRT ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
14,468 | $896,437 | |
| 2 | SPG |
Simon Property Group Inc.
|
972 | $217,387 | |
| 3 | FRT |
Federal Realty Investment Trust
This page
|
1,000 | $123,440 | |
| 4 | REG |
Regency Centers Corp
|
153 | $12,200 | |
| 5 | EPRT |
Essential Properties Realty Trust, Inc.
|
259 | $7,731 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
86 | $2,711 | |
| 7 | KIM |
Kimco Realty Corp
|
87 | $2,205 |
All Filings in FRT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,440 | 1,000 | Shares | Sole | 2026-07-07 | |
| 2024-06-30 | $100 | 1 | Shares | Sole | 2024-07-19 | |
| 2023-06-30 | $774 | 8 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $790 | 8 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $808 | 8 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $720 | 8 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $765 | 8 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $976 | 8 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,090 | 8 | Shares | Sole | 2022-01-10 | |
| No filing history on record for this holder in this stock. | ||||||