Safe Harbor Family Capital, LLC

Position in FRT — Federal Realty Investment Trust

CIK 2065810 CHAPEL HILL, NC

Position in FRT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$276,999

New position

Shares Held

2,244

first reported quarter

Ownership

0.003%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#433

of 614 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Safe Harbor Family Capital, LLC holds $1,614,561 across 5 REIT - Retail names. FRT ranks #4 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVT	InvenTrust Properties Corp.	12,530	$443,562
2	BRX	Brixmor Property Group Inc.	12,920	$407,367
3	SPG	Simon Property Group Inc.	1,246	$278,667
4	FRT	Federal Realty Investment Trust This page	2,244	$276,999
5	GTY	Getty Realty Corp /Md/	6,234	$207,966

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$276,999	2,244	—	Shares	Sole	2026-08-11
No filing history on record for this holder in this stock.