Position in FRT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,311,303
+$147,454 QoQ
Shares Held
10,623
-3.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#253
of 614 holders
Holding Since
Mar 2026
2 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, 2026PFW Advisors LLC holds $2,098,628 across 2 REIT - Retail names. FRT ranks #1 (62.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
This page
|
10,623 | $1,311,303 | |
| 2 | O |
Realty Income Corp
|
12,707 | $787,325 |
All Filings in FRT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,311,303 | 10,623 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,163,849 | 10,958 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||