Position in FRT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$111,332,501
-$1,961,048 QoQ
Shares Held
1,048,230
-6.7% QoQ
Ownership
1.21%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 40%
Shared 48%
None 12%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026JPMORGAN CHASE & CO holds $4,306,188,887 across 26 REIT - Retail names. FRT ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
5,672,420 | $1,058,076,493 | |
| 2 | O |
Realty Income Corp
|
13,833,893 | $846,357,566 | |
| 3 | REG |
Regency Centers Corp
|
10,283,412 | $778,042,941 | |
| 4 | KIM |
Kimco Realty Corp
|
21,549,272 | $484,212,136 | |
| 5 | ADC |
Agree Realty Corp
|
2,766,748 | $208,557,460 | |
| 6 | KRG |
Kite Realty Group Trust
|
6,512,762 | $159,888,303 | |
| 7 | MAC |
Macerich Co
|
7,904,430 | $149,393,724 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
3,913,087 | $112,696,902 |
All Filings in FRT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $111,332,501 | 1,048,230 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $113,293,549 | 1,123,944 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $130,443,304 | 1,287,566 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $170,965,656 | 1,799,828 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $231,642,350 | 2,368,047 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $515,636,094 | 4,605,950 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $561,742,492 | 4,885,992 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $476,286,285 | 4,717,107 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $517,783,727 | 5,070,346 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $425,017,455 | 4,124,381 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $427,538,228 | 4,717,403 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $407,159,188 | 4,207,494 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $386,145,113 | 3,907,165 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $456,106,577 | 4,514,119 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $301,594,145 | 3,346,584 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $349,275,308 | 3,648,165 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $512,926,049 | 4,201,901 | Shares | Other | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||