CVA Family Office, LLC
Family OfficePosition in FRT — Federal Realty Investment Trust
CIK 1802084
DENVER, CO
Position in FRT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,937
+$689 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#564
of 614 holders
Holding Since
Mar 2022
8 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, 2026CVA Family Office, LLC holds $279,119 across 8 REIT - Retail names. FRT ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
773 | $172,881 | |
| 2 | O |
Realty Income Corp
|
984 | $60,968 | |
| 3 | REG |
Regency Centers Corp
|
230 | $18,340 | |
| 4 | KIM |
Kimco Realty Corp
|
535 | $13,562 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
175 | $5,517 | |
| 6 | FRT |
Federal Realty Investment Trust
This page
|
40 | $4,937 | |
| 7 | CURB |
Curbline Properties Corp.
|
76 | $2,310 | |
| 8 | NNN |
Nnn REIT, Inc.
|
13 | $604 |
All Filings in FRT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,937 | 40 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,248 | 40 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,032 | 40 | Shares | Sole | 2026-01-12 | |
| 2023-03-31 | $494 | 5 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $17,176 | 170 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $18,024 | 200 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $24,413 | 255 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $11,596 | 95 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||