Position in FRT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$113,481,769
+$28,627,124 QoQ
Shares Held
1,068,466
+26.9% QoQ
Ownership
1.24%
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 81.83376916064714.ToString("F0")%
Shared 0.ToString("F0")%
None 18.166230839352867.ToString("F0")%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026MORGAN STANLEY holds $3,213,378,916 across 26 REIT - Retail names. FRT ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
5,421,797 | $1,011,327,787 | |
| 2 | O |
Realty Income Corp
|
15,242,786 | $932,553,640 | |
| 3 | REG |
Regency Centers Corp
|
2,270,462 | $171,783,147 | |
| 4 | KIM |
Kimco Realty Corp
|
6,379,965 | $143,357,806 | |
| 5 | EPRT |
Essential Properties Realty Trust, Inc.
|
4,577,402 | $138,969,915 | |
| 6 | NNN |
Nnn REIT, Inc.
|
2,925,161 | $122,944,510 | |
| 7 | FRT |
Federal Realty Investment Trust
This page
|
1,068,466 | $113,481,769 | |
| 8 | ADC |
Agree Realty Corp
|
1,319,035 | $99,428,854 |
All Filings in FRT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $113,481,769 | 1,068,466 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $84,854,645 | 841,812 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $88,411,508 | 872,683 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $94,242,423 | 992,130 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $90,519,296 | 925,366 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $94,784,699 | 846,670 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $117,804,692 | 1,024,656 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $96,462,488 | 955,358 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $90,965,119 | 890,767 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $97,954,170 | 950,550 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $88,636,949 | 978,009 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $87,759,059 | 906,883 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $76,050,470 | 769,508 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $58,646,440 | 580,428 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $48,402,276 | 537,087 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $67,370,509 | 703,682 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $54,439,066 | 445,966 | Shares | Defined | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||