Fortis Capital Advisors, LLC
Position in FRT — Federal Realty Investment Trust
CIK 1959790
PRAIRIE VILLAGE, KS
Position in FRT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,066,398
+$710,876 QoQ
Shares Held
8,639
+150.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#279
of 618 holders
Holding Since
Dec 2022
6 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, 2026Fortis Capital Advisors, LLC holds $1,332,988 across 2 REIT - Retail names. FRT ranks #1 (80.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
This page
|
8,639 | $1,066,398 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,192 | $266,590 |
All Filings in FRT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,066,398 | 8,639 | Shares | Sole | 2026-07-31 | |
| 2023-12-31 | $355,522 | 3,450 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $312,673 | 3,450 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $333,856 | 3,450 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $370,612 | 3,750 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $303,120 | 3,000 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||