Caprock Group, LLC

Position in FRT — Federal Realty Investment Trust

CIK 1610769 BOISE, ID

Position in FRT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$284,776

-$244,827 QoQ

Shares Held

2,307

-56.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#428

of 614 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Caprock Group, LLC holds $6,108,340 across 4 REIT - Retail names. FRT ranks #4 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	14,559	$3,256,120
2	NNN	Nnn REIT, Inc.	33,844	$1,574,761
3	REG	Regency Centers Corp	12,449	$992,683
4	FRT	Federal Realty Investment Trust This page	2,307	$284,776

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$284,776	2,307	-56.1%	Shares	Sole	2026-07-27
2025-12-31	$529,603	5,254	-0.2%	Shares	Sole	2026-01-28
2025-09-30	$533,295	5,264	—	Shares	Sole	2025-11-06
No filing history on record for this holder in this stock.