Kinloch Capital, LLC

Position in FRT — Federal Realty Investment Trust

CIK 1818557 GLEN ALLEN, VA

Position in FRT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,606,027

+$932,575 QoQ

Shares Held

45,415

+3.2% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

2.57%

of 13F equity value

Holder Rank

#144

of 614 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Kinloch Capital, LLC holds $10,493,369 across 2 REIT - Retail names. FRT ranks #1 (53.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	FRT	Federal Realty Investment Trust This page	45,415	$5,606,027
2	O	Realty Income Corp	78,879	$4,887,342

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,606,027	45,415	+3.2%	Shares	Sole	2026-08-14
2026-03-31	$4,673,452	44,002	+24.8%	Shares	Sole	2026-05-15
2025-12-31	$3,552,998	35,248	-2.6%	Shares	Sole	2026-02-20
2025-09-30	$3,664,990	36,176	+1.7%	Shares	Sole	2025-11-14
2025-06-30	$3,378,129	35,563	+1.8%	Shares	Sole	2025-08-14
2025-03-31	$3,416,852	34,930	+1.1%	Shares	Sole	2025-05-15
2024-12-31	$3,868,880	34,559	+4.7%	Shares	Sole	2025-02-18
2024-09-30	$3,793,090	32,992	-2.9%	Shares	Sole	2024-11-14
2024-06-30	$3,429,950	33,970	+0.4%	Shares	Sole	2024-08-14
2024-03-31	$3,456,455	33,847	+23.4%	Shares	Sole	2024-05-15
2023-12-31	$2,827,382	27,437	-13.6%	Shares	Sole	2024-02-14
2023-09-30	$2,877,774	31,753	+2.5%	Shares	Sole	2023-11-14
2023-06-30	$2,998,224	30,983	-2.0%	Shares	Sole	2023-08-14
2023-03-31	$3,125,597	31,626	+23.2%	Shares	Sole	2023-05-12
2022-12-31	$2,594,606	25,679	+0.6%	Shares	Sole	2023-02-14
2022-09-30	$2,301,124	25,534	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.