Position in FRT
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$480,600
+$141,610 QoQ
Shares Held
4,525
+34.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026STEPHENS INC /AR/ holds $3,187,680 across 7 REIT - Retail names. FRT ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
12,785 | $782,186 | |
| 2 | WSR |
Whitestone REIT
|
45,728 | $738,507 | |
| 3 | FRT |
Federal Realty Investment Trust
This page
|
4,525 | $480,600 | |
| 4 | SPG |
Simon Property Group Inc.
|
2,545 | $474,718 | |
| 5 | NNN |
Nnn REIT, Inc.
|
6,805 | $286,014 | |
| 6 | KRG |
Kite Realty Group Trust
|
9,164 | $224,976 | |
| 7 | KIM |
Kimco Realty Corp
|
8,931 | $200,679 |
All Filings in FRT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $480,600 | 4,525 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $338,990 | 3,363 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $363,196 | 3,585 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $229,020 | 2,411 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $395,192 | 4,040 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $469,742 | 4,196 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $465,858 | 4,052 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $401,456 | 3,976 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $394,285 | 3,861 | Shares | Defined | 2024-05-15 | |
| 2022-09-30 | $1,230,588 | 13,655 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $1,424,419 | 14,878 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $1,842,646 | 15,095 | Shares | Defined | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||