TFC Financial Management, Inc.
Position in FRT — Federal Realty Investment Trust
CIK 1827844
BOSTON, MA
Position in FRT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,481
+$632 QoQ
Shares Held
12
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#588
of 614 holders
Holding Since
Mar 2022
18 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, 2026TFC Financial Management, Inc. holds $300,980 across 8 REIT - Retail names. FRT ranks #3 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,061 | $237,292 | |
| 2 | O |
Realty Income Corp
|
970 | $60,101 | |
| 3 | FRT |
Federal Realty Investment Trust
This page
|
12 | $1,481 | |
| 4 | KIM |
Kimco Realty Corp
|
44 | $1,115 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
18 | $567 | |
| 6 | ALX |
Alexanders Inc
|
1 | $275 | |
| 7 | REG |
Regency Centers Corp
|
1 | $79 | |
| 8 | IVT |
InvenTrust Properties Corp.
|
2 | $70 |
All Filings in FRT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,481 | 12 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $849 | 8 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $806 | 8 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $810 | 8 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $759 | 8 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $880 | 9 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,007 | 9 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,034 | 9 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $908 | 9 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $816 | 8 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $824 | 8 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $725 | 8 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $774 | 8 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $790 | 8 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $808 | 8 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $720 | 8 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $765 | 8 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $976 | 8 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||