Position in FRT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,160,481
+$2,111,693 QoQ
Shares Held
123,910
+13.0% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 20.44951981276733.ToString("F0")%
Shared 0.ToString("F0")%
None 79.55048018723267.ToString("F0")%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026IEQ CAPITAL, LLC holds $34,440,921 across 10 REIT - Retail names. FRT ranks #2 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
389,438 | $16,368,079 | |
| 2 | FRT |
Federal Realty Investment Trust
This page
|
123,910 | $13,160,481 | |
| 3 | GTY |
Getty Realty Corp /Md/
|
48,569 | $1,544,494 | |
| 4 | CBL |
Cbl & Associates Properties Inc
|
36,204 | $1,391,319 | |
| 5 | SPG |
Simon Property Group Inc.
|
2,725 | $508,294 | |
| 6 | UE |
Urban Edge Properties
|
21,388 | $427,332 | |
| 7 | SITC |
SITE Centers Corp.
|
62,640 | $338,256 | |
| 8 | O |
Realty Income Corp
|
4,058 | $248,268 |
All Filings in FRT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,160,481 | 123,910 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $11,048,788 | 109,611 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $4,005,290 | 39,535 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,485,738 | 15,641 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $225,964 | 2,310 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $384,884 | 3,438 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $265,120 | 2,306 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||