Position in FRT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$490,303
+$68,013 QoQ
Shares Held
3,972
-0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#359
of 618 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Ethic Inc. holds $23,605,545 across 11 REIT - Retail names. FRT ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
51,724 | $11,568,072 | |
| 2 | O |
Realty Income Corp
|
106,576 | $6,603,448 | |
| 3 | KIM |
Kimco Realty Corp
|
45,245 | $1,146,960 | |
| 4 | REG |
Regency Centers Corp
|
14,028 | $1,118,592 | |
| 5 | CBL |
Cbl & Associates Properties Inc
|
12,065 | $640,530 | |
| 6 | KRG |
Kite Realty Group Trust
|
21,840 | $619,819 | |
| 7 | FRT |
Federal Realty Investment Trust
This page
|
3,972 | $490,303 | |
| 8 | SKT |
Tanger Inc.
|
12,134 | $478,928 |
All Filings in FRT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,303 | 3,972 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $422,290 | 3,976 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $429,004 | 4,256 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $403,922 | 3,987 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $366,756 | 3,861 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $635,145 | 6,493 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $719,390 | 6,426 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $722,126 | 6,281 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $632,980 | 6,269 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $641,415 | 6,281 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $627,368 | 6,088 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $458,406 | 5,058 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $840,253 | 8,683 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $926,432 | 9,374 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,037,579 | 10,269 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $856,049 | 9,499 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $678,605 | 7,088 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $754,270 | 6,179 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||