Global Retirement Partners, LLC
PensionPosition in FRT — Federal Realty Investment Trust
CIK 1749744
San Rafael, CA
Position in FRT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$755,699
+$674,656 QoQ
Shares Held
6,122
+661.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#317
of 618 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Global Retirement Partners, LLC holds $7,375,273 across 23 REIT - Retail names. FRT ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
49,202 | $3,048,555 | |
| 2 | SPG |
Simon Property Group Inc.
|
8,728 | $1,952,017 | |
| 3 | FRT |
Federal Realty Investment Trust
This page
|
6,122 | $755,699 | |
| 4 | KIM |
Kimco Realty Corp
|
17,086 | $433,130 | |
| 5 | ADC |
Agree Realty Corp
|
3,572 | $270,543 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
5,015 | $158,122 | |
| 7 | IVT |
InvenTrust Properties Corp.
|
3,639 | $128,820 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
2,815 | $117,160 |
All Filings in FRT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $755,699 | 6,122 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $81,043 | 804 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $35,053 | 346 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $32,771 | 345 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $160,760 | 1,436 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $148,771 | 1,294 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $110,562 | 1,095 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $116,314 | 1,139 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $118,507 | 1,150 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $66,522 | 734 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $73,448 | 759 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $70,663 | 715 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $6,062 | 60 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,407 | 60 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,787 | 50 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $8,789 | 72 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||