Position in FRT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,747,265
+$3,628,957 QoQ
Shares Held
111,368
+16.9% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#90
of 618 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Creative Planning holds $186,955,796 across 25 REIT - Retail names. FRT ranks #7 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
564,624 | $34,984,102 | |
| 2 | NNN |
Nnn REIT, Inc.
|
618,874 | $28,796,206 | |
| 3 | SPG |
Simon Property Group Inc.
|
123,826 | $27,693,684 | |
| 4 | REG |
Regency Centers Corp
|
240,563 | $19,182,492 | |
| 5 | ADC |
Agree Realty Corp
|
244,958 | $18,553,118 | |
| 6 | KIM |
Kimco Realty Corp
|
555,518 | $14,082,380 | |
| 7 | FRT |
Federal Realty Investment Trust
This page
|
111,368 | $13,747,265 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
374,520 | $11,808,615 |
All Filings in FRT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,747,265 | 111,368 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||