Essential Partners LLC
Position in FRT — Federal Realty Investment Trust
CIK 2136442
RANCHO SANTA FE, CA
Position in FRT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$368,344
+$68,301 QoQ
Shares Held
2,984
+5.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#394
of 618 holders
Holding Since
Jun 2025
5 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, 2026Essential Partners LLC holds $1,111,682 across 25 REIT - Retail names. FRT ranks #2 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
9,518 | $442,872 | |
| 2 | FRT |
Federal Realty Investment Trust
This page
|
2,984 | $368,344 | |
| 3 | REG |
Regency Centers Corp
|
992 | $79,102 | |
| 4 | KIM |
Kimco Realty Corp
|
1,984 | $50,294 | |
| 5 | SPG |
Simon Property Group Inc.
|
161 | $36,007 | |
| 6 | O |
Realty Income Corp
|
473 | $29,307 | |
| 7 | KRG |
Kite Realty Group Trust
|
703 | $19,951 | |
| 8 | CBL |
Cbl & Associates Properties Inc
|
302 | $16,033 |
All Filings in FRT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,344 | 2,984 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $300,043 | 2,825 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $283,651 | 2,814 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $165,033 | 1,629 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $11,778 | 124 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||