Loudon Investment Management, LLC

Position in FRT — Federal Realty Investment Trust

CIK 1597089 MERIDEN, NH

Position in FRT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$245,645

+$10,390 QoQ

Shares Held

1,990

-10.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#448

of 614 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Loudon Investment Management, LLC holds $5,676,748 across 2 REIT - Retail names. FRT ranks #2 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	O	Realty Income Corp	87,655	$5,431,103
2	FRT	Federal Realty Investment Trust This page	1,990	$245,645

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$245,645	1,990	-10.2%	Shares	Sole	2026-08-14
2026-03-31	$235,255	2,215	0.0%	Shares	Sole	2026-05-11
2025-12-31	$223,272	2,215	-36.5%	Shares	Sole	2026-02-12
2025-09-30	$353,571	3,490	-43.9%	Shares	Sole	2025-11-14
2025-06-30	$591,312	6,225	-28.2%	Shares	Sole	2025-07-18
2025-03-31	$848,588	8,675	-21.6%	Shares	Sole	2025-05-06
2024-12-31	$1,239,286	11,070	-5.8%	Shares	Sole	2025-02-11
2024-09-30	$1,351,472	11,755	-5.6%	Shares	Sole	2024-11-04
2024-06-30	$1,257,581	12,455	-0.2%	Shares	Sole	2024-08-06
2024-03-31	$1,274,355	12,479	+535.1%	Shares	Sole	2024-05-08
2023-12-31	$202,493	1,965	-85.5%	Shares	Sole	2024-02-07
2023-09-30	$1,228,852	13,559	+0.7%	Shares	Sole	2023-11-08
2023-06-30	$1,302,427	13,459	0.0%	Shares	Sole	2023-08-09
2023-03-31	$1,330,152	13,459	0.0%	Shares	Sole	2023-05-02
2022-12-31	$1,359,897	13,459	+3.8%	Shares	Sole	2023-02-02
2022-09-30	$1,168,856	12,970	+6.1%	Shares	Sole	2022-11-08
2022-06-30	$1,169,942	12,220	—	Shares	Sole	2022-08-09
No filing history on record for this holder in this stock.