Position in FRT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$318,417
+$40,209 QoQ
Shares Held
2,998
+8.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
7 quarters on record
Voting authority
Sole 56.904603068712476.ToString("F0")%
Shared 0.ToString("F0")%
None 43.095396931287524.ToString("F0")%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026BLAIR WILLIAM & CO/IL holds $10,101,863 across 6 REIT - Retail names. FRT ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
71,159 | $4,353,507 | |
| 2 | SPG |
Simon Property Group Inc.
|
19,026 | $3,548,919 | |
| 3 | PINE |
Alpine Income Property Trust, Inc.
|
57,515 | $1,035,270 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
16,403 | $613,800 | |
| 5 | FRT |
Federal Realty Investment Trust
This page
|
2,998 | $318,417 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
7,640 | $231,950 |
All Filings in FRT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $318,417 | 2,998 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $278,208 | 2,760 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $374,543 | 3,697 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $354,597 | 3,733 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $300,361 | 2,683 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $206,026 | 1,792 | Shares | Sole | 2024-11-12 | |
| 2022-03-31 | $245,848 | 2,014 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||