YOUSIF CAPITAL MANAGEMENT, LLC
Position in FRT — Federal Realty Investment Trust
CIK 1858789
BLOOMFIELD HILLS, MI
Position in FRT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$10,184,787
+$1,689,368 QoQ
Shares Held
82,508
+3.2% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#5
of 126 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $62,783,798 across 21 REIT - Retail names. FRT ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
240,926 | $14,927,774 | |
| 2 | FRT |
Federal Realty Investment Trust
This page
|
82,508 | $10,184,787 | |
| 3 | SPG |
Simon Property Group Inc.
|
45,515 | $10,179,429 | |
| 4 | KIM |
Kimco Realty Corp
|
124,392 | $3,153,337 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
94,974 | $2,994,530 | |
| 6 | REG |
Regency Centers Corp
|
36,610 | $2,919,281 | |
| 7 | ADC |
Agree Realty Corp
|
37,030 | $2,804,652 | |
| 8 | NNN |
Nnn REIT, Inc.
|
58,470 | $2,720,609 |
All Filings in FRT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,184,787 | 82,508 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $8,495,419 | 79,987 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,417,368 | 73,585 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,779,696 | 76,791 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $7,847,978 | 82,619 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $8,061,248 | 82,409 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $8,865,208 | 79,189 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $8,688,972 | 75,576 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $7,725,416 | 76,512 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,001,204 | 78,351 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $7,765,538 | 75,357 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $7,032,978 | 77,601 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,415,001 | 76,625 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $7,423,121 | 75,110 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $7,784,727 | 77,046 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $6,664,283 | 73,949 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $6,662,163 | 69,586 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $8,308,450 | 68,063 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||