WELLS FARGO & COMPANY/MN
Position in FRT — Federal Realty Investment Trust
CIK 72971
SAN FRANCISCO, CA
Position in FRT
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$91,818,012
+$4,058,308 QoQ
Shares Held
864,495
-0.7% QoQ
Ownership
1.00%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 97.10594046235084.ToString("F0")%
Shared 0.ToString("F0")%
None 2.894059537649148.ToString("F0")%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $705,650,836 across 26 REIT - Retail names. FRT ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
5,118,129 | $313,127,131 | |
| 2 | SPG |
Simon Property Group Inc.
|
665,938 | $124,217,412 | |
| 3 | FRT |
Federal Realty Investment Trust
This page
|
864,495 | $91,818,012 | |
| 4 | KIM |
Kimco Realty Corp
|
2,395,550 | $53,828,006 | |
| 5 | ADC |
Agree Realty Corp
|
370,565 | $27,933,189 | |
| 6 | REG |
Regency Centers Corp
|
214,751 | $16,248,059 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
387,913 | $11,777,037 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
335,775 | $10,677,644 |
All Filings in FRT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $91,818,012 | 864,495 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $87,759,704 | 870,632 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $94,908,217 | 936,810 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $89,303,610 | 940,137 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $89,619,551 | 916,168 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $101,413,711 | 905,884 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $99,754,522 | 867,657 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $88,884,595 | 880,307 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $92,194,546 | 902,806 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $89,794,059 | 871,364 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $82,298,381 | 908,070 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $85,746,734 | 886,088 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $92,863,433 | 939,628 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $95,403,885 | 944,219 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $78,679,084 | 873,048 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $79,936,770 | 834,936 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $116,810,124 | 956,911 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||