Position in FRT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,587,561
+$1,300,263 QoQ
Shares Held
12,861
+375.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#233
of 614 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Arax Advisory Partners holds $17,605,979 across 26 REIT - Retail names. FRT ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
141,632 | $8,775,518 | |
| 2 | NNN |
Nnn REIT, Inc.
|
49,127 | $2,285,879 | |
| 3 | SPG |
Simon Property Group Inc.
|
8,010 | $1,791,436 | |
| 4 | FRT |
Federal Realty Investment Trust
This page
|
12,861 | $1,587,561 | |
| 5 | KIM |
Kimco Realty Corp
|
22,826 | $578,639 | |
| 6 | ADC |
Agree Realty Corp
|
5,401 | $409,071 | |
| 7 | REG |
Regency Centers Corp
|
3,587 | $286,027 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
6,045 | $251,592 |
All Filings in FRT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,587,561 | 12,861 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $287,298 | 2,705 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $211,982 | 2,103 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,470,748 | 24,388 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,607 | 238 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,488 | 97 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,792 | 150 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $17,129 | 149 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $17,568 | 174 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $7,760 | 76 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,698 | 65 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $11,509 | 127 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,128 | 146 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,150 | 42 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $4,243 | 42 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $5,947 | 66 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||