Position in FRT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$504,128
New position
Shares Held
4,084
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#350
of 614 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Waterloo Capital, L.P. holds $7,411,558 across 2 REIT - Retail names. FRT ranks #2 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
30,885 | $6,907,430 | |
| 2 | FRT |
Federal Realty Investment Trust
This page
|
4,084 | $504,128 |
All Filings in FRT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,128 | 4,084 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||