Position in FRT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$10,118,308
+$2,520,307 QoQ
Shares Held
95,267
+26.4% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 1.2260279005321884.ToString("F0")%
Shared 0.ToString("F0")%
None 98.77397209946781.ToString("F0")%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Creative Planning holds $141,217,105 across 25 REIT - Retail names. FRT ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
520,801 | $31,862,605 | |
| 2 | SPG |
Simon Property Group Inc.
|
121,649 | $22,691,187 | |
| 3 | NNN |
Nnn REIT, Inc.
|
452,534 | $19,020,003 | |
| 4 | ADC |
Agree Realty Corp
|
211,993 | $15,980,031 | |
| 5 | REG |
Regency Centers Corp
|
155,192 | $11,741,826 | |
| 6 | FRT |
Federal Realty Investment Trust
This page
|
95,267 | $10,118,308 | |
| 7 | KIM |
Kimco Realty Corp
|
368,127 | $8,271,813 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
231,237 | $6,659,625 |
All Filings in FRT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,118,308 | 95,267 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,598,001 | 75,377 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,203,826 | 31,624 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $969,657 | 10,208 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $771,604 | 7,888 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,212,418 | 10,830 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $894,925 | 7,784 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $661,755 | 6,554 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $692,679 | 6,783 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $697,441 | 6,768 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $476,350 | 5,256 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $520,525 | 5,379 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $341,654 | 3,457 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $498,430 | 4,933 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $328,036 | 3,640 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $271,901 | 2,840 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $333,739 | 2,734 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||