Position in FRT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$29,624
+$4,135 QoQ
Shares Held
240
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#526
of 614 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Cromwell Holdings LLC holds $569,212 across 8 REIT - Retail names. FRT ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,119 | $250,264 | |
| 2 | O |
Realty Income Corp
|
2,873 | $178,011 | |
| 3 | KIM |
Kimco Realty Corp
|
2,258 | $57,239 | |
| 4 | REG |
Regency Centers Corp
|
588 | $46,886 | |
| 5 | FRT |
Federal Realty Investment Trust
This page
|
240 | $29,624 | |
| 6 | ADC |
Agree Realty Corp
|
39 | $2,953 | |
| 7 | NNN |
Nnn REIT, Inc.
|
47 | $2,186 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
65 | $2,049 |
All Filings in FRT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,624 | 240 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $25,489 | 240 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $24,191 | 240 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $15,499 | 153 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $17,667 | 186 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $15,455 | 158 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $17,687 | 158 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $18,164 | 158 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $15,953 | 158 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||