Concurrent Investment Advisors, LLC
Position in FRT — Federal Realty Investment Trust
CIK 2001015
Tampa, FL
Position in FRT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$237,745
New position
Shares Held
1,926
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#453
of 614 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $12,076,275 across 7 REIT - Retail names. FRT ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
31,582 | $7,063,313 | |
| 2 | O |
Realty Income Corp
|
45,169 | $2,798,670 | |
| 3 | KIM |
Kimco Realty Corp
|
49,206 | $1,247,371 | |
| 4 | FCPT |
Four Corners Property Trust, Inc.
|
12,539 | $307,831 | |
| 5 | FRT |
Federal Realty Investment Trust
This page
|
1,926 | $237,745 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
6,006 | $212,612 | |
| 7 | NNN |
Nnn REIT, Inc.
|
4,486 | $208,733 |
All Filings in FRT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,745 | 1,926 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||