Position in FRT
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$422,290
-$6,714 QoQ
Shares Held
3,976
-6.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 92.30188679245282.ToString("F0")%
Shared 0.ToString("F0")%
None 7.698113207547169.ToString("F0")%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Ethic Inc. holds $23,485,514 across 11 REIT - Retail names. FRT ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
56,328 | $10,506,861 | |
| 2 | O |
Realty Income Corp
|
110,148 | $6,738,854 | |
| 3 | ADC |
Agree Realty Corp
|
18,450 | $1,390,761 | |
| 4 | REG |
Regency Centers Corp
|
17,591 | $1,330,935 | |
| 5 | KIM |
Kimco Realty Corp
|
55,605 | $1,249,444 | |
| 6 | NNN |
Nnn REIT, Inc.
|
18,650 | $783,859 | |
| 7 | FRT |
Federal Realty Investment Trust
This page
|
3,976 | $422,290 | |
| 8 | CBL |
Cbl & Associates Properties Inc
|
9,257 | $355,746 |
All Filings in FRT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||