Position in FRT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,065,374
-$403,135 QoQ
Shares Held
75,938
-9.6% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 42.266059153519976.ToString("F0")%
Shared 0.ToString("F0")%
None 57.733940846480024.ToString("F0")%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $201,219,405 across 16 REIT - Retail names. FRT ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,255,063 | $76,784,752 | |
| 2 | SPG |
Simon Property Group Inc.
|
352,964 | $65,838,373 | |
| 3 | NNN |
Nnn REIT, Inc.
|
458,179 | $19,257,260 | |
| 4 | KIM |
Kimco Realty Corp
|
439,337 | $9,871,901 | |
| 5 | FRT |
Federal Realty Investment Trust
This page
|
75,938 | $8,065,374 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
175,734 | $5,335,283 | |
| 7 | SKT |
Tanger Inc.
|
131,137 | $4,456,033 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
107,628 | $3,422,569 |
All Filings in FRT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,065,374 | 75,938 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $8,468,509 | 84,013 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,337,781 | 72,429 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $6,996,962 | 73,660 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,671,225 | 68,199 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $7,393,848 | 66,046 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,625,040 | 66,322 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,592,229 | 65,289 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,799,455 | 66,583 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,257,607 | 60,724 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $5,776,574 | 63,738 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,017,642 | 62,185 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,525,881 | 55,913 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,538,405 | 54,814 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,071,080 | 45,174 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,949,178 | 41,249 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,973,863 | 40,746 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||