Sagewood Asset Management LP

Position in FRT — Federal Realty Investment Trust

CIK 1693636 NEW YORK, NY

Position in FRT

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$253,948

-$17,204 QoQ

Shares Held

2,391

-11.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

Sagewood Asset Management LP holds $1,208,513 across 5 REIT - Retail names. FRT ranks #4 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	REG	Regency Centers Corp	3,774	$285,540
2	O	Realty Income Corp	4,531	$277,206
3	SPG	Simon Property Group Inc.	1,392	$259,649
4	FRT	Federal Realty Investment Trust This page	2,391	$253,948
5	SITC	SITE Centers Corp.	24,476	$132,170

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$253,948	2,391	-11.1%	Shares	Sole	2026-05-13
2025-12-31	$271,152	2,690	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.