West Family Investments, Inc.

Position in FRT — Federal Realty Investment Trust

CIK 1568303 CARLSBAD, CA

Position in FRT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$637,814

New position

Shares Held

5,167

first reported quarter

Ownership

0.006%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#329

of 618 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

West Family Investments, Inc. holds $1,869,677 across 4 REIT - Retail names. FRT ranks #2 (34.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NNN	Nnn REIT, Inc.	16,746	$779,191
2	FRT	Federal Realty Investment Trust This page	5,167	$637,814
3	O	Realty Income Corp	3,801	$235,509
4	KRG	Kite Realty Group Trust	7,652	$217,163

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$637,814	5,167	—	Shares	Sole	2026-08-10
No filing history on record for this holder in this stock.