Position in FRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,369,319
+$371,924 QoQ
Shares Held
11,093
+5.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#252
of 614 holders
Holding Since
Jun 2025
2 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, 2026SummitTX Capital, L.P. holds $31,078,600 across 7 REIT - Retail names. FRT ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPRT |
Essential Properties Realty Trust, Inc.
|
470,594 | $14,047,230 | |
| 2 | REG |
Regency Centers Corp
|
90,018 | $7,178,035 | |
| 3 | KRG |
Kite Realty Group Trust
|
226,444 | $6,426,480 | |
| 4 | FRT |
Federal Realty Investment Trust
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|
11,093 | $1,369,319 | |
| 5 | IVT |
InvenTrust Properties Corp.
|
29,859 | $1,057,008 | |
| 6 | FCPT |
Four Corners Property Trust, Inc.
|
29,021 | $712,465 | |
| 7 | GTY |
Getty Realty Corp /Md/
|
8,635 | $288,063 |
All Filings in FRT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,369,319 | 11,093 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $997,395 | 10,500 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||