Position in FRT
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$199,232
+$33,332 QoQ
Shares Held
1,614
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#478
of 614 holders
Holding Since
Jun 2022
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026CX Institutional holds $1,662,864 across 10 REIT - Retail names. FRT ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
2,217 | $495,832 | |
| 2 | O |
Realty Income Corp
|
6,852 | $424,549 | |
| 3 | REG |
Regency Centers Corp
|
3,436 | $273,986 | |
| 4 | FRT |
Federal Realty Investment Trust
This page
|
1,614 | $199,232 | |
| 5 | KIM |
Kimco Realty Corp
|
7,174 | $181,860 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
881 | $31,187 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
724 | $30,132 | |
| 8 | KRG |
Kite Realty Group Trust
|
732 | $20,774 |
All Filings in FRT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,232 | 1,614 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $165,900 | 1,562 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $167,832 | 1,665 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $132,513 | 1,308 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $115,412 | 1,215 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $44,214 | 452 | Shares | Sole | 2025-04-15 | |
| 2022-06-30 | $14,456 | 151 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||