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Equibles

MORGAN STANLEY

Position in FRT — Federal Realty Investment Trust

CIK 895421 NEW YORK, NY
Back to FRT Full portfolio

Position in FRT

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$109,379,929
-$4,101,840 QoQ
Shares Held
886,098
-17.1% QoQ
Ownership
1.03%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#17
of 619 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority Sole 83% Shared 0% None 17%

Common Shares in FRT Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

MORGAN STANLEY holds $3,717,580,031 across 27 REIT - Retail names. FRT ranks #9 (2.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SPG
Simon Property Group Inc.
 5,566,600 $1,244,970,081
2 O
Realty Income Corp
 14,440,511 $894,734,055
3 REG
Regency Centers Corp
 2,431,334 $193,874,567
4 NNN
Nnn REIT, Inc.
 3,810,780 $177,315,587
5 KIM
Kimco Realty Corp
 6,806,958 $172,556,378
6 EPRT
Essential Properties Realty Trust, Inc.
 4,535,556 $135,386,337
7 MAC
Macerich Co
 5,196,073 $130,889,074
8 ADC
Agree Realty Corp
 1,525,277 $115,524,472

All Filings in FRT

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $109,379,929 886,098
2026-03-31 $113,481,769 1,068,466
2025-12-31 $84,854,645 841,812
2025-09-30 $88,411,508 872,683
2025-06-30 $94,242,423 992,130
2025-03-31 $90,519,296 925,366
2024-12-31 $94,784,699 846,670
2024-09-30 $117,804,692 1,024,656
2024-06-30 $96,462,488 955,358
2024-03-31 $90,965,119 890,767
2023-12-31 $97,954,170 950,550
2023-09-30 $88,636,949 978,009
2023-06-30 $87,759,059 906,883
2023-03-31 $76,050,470 769,508
2022-12-31 $58,646,440 580,428
2022-09-30 $48,402,276 537,087
2022-06-30 $67,370,509 703,682
2022-03-31 $54,439,066 445,966