Position in FRT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$352,174
+$49,157 QoQ
Shares Held
2,853
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#403
of 614 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Fiduciary Group, LLC holds $5,490,980 across 2 REIT - Retail names. FRT ranks #2 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
22,977 | $5,138,806 | |
| 2 | FRT |
Federal Realty Investment Trust
This page
|
2,853 | $352,174 |
All Filings in FRT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,174 | 2,853 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $303,017 | 2,853 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $287,582 | 2,853 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $289,037 | 2,853 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $287,154 | 3,023 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $295,709 | 3,023 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $338,424 | 3,023 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $353,532 | 3,075 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $310,482 | 3,075 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $314,019 | 3,075 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $316,878 | 3,075 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $278,687 | 3,075 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $297,567 | 3,075 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $305,285 | 3,089 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $310,698 | 3,075 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $277,119 | 3,075 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $294,400 | 3,075 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $375,365 | 3,075 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||