FRT β€” FEDERAL REALTY INVT TR

Ownership history in GRS Advisors, LLC  Β·  11 quarters on record

AI Ownership Summary

GRS Advisors, LLC reported FEDERAL REALTY INVT TR (FRT) in 11 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 6.21% in 2025 Q3. The latest visible filing shows FRT at 3.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GRS Advisors, LLC's position in FEDERAL REALTY INVT TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FRT was reported at 3.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.21% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GRS Advisors, LLC held FRT β€” position size vs. price
% of Fund (quarterly)    FRT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 344,990 -310,172 -47.3% 3.12% $34.8M 2026-02-14 (Est.) $104.80
2025 Q3 ADDED 655,162 +154,935 +31.0% 6.21% $66.4M 2025-11-14 $95.94
2025 Q2 ADDED 500,227 +328,976 +192.1% 4.57% $47.5M 2025-08-14 $91.65
2023 Q3 REDUCED 171,251 -26,427 -13.4% 2.75% $15.5M 2023-11-14 $85.98
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About GRS Advisors, LLC and FRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has GRS Advisors, LLC reported owning FRT?

GRS Advisors, LLC reported FRT across 4 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported FRT position in GRS Advisors, LLC's portfolio?

The largest reported portfolio weight for FRT was 6.21% in 2025 Q3.

What is the latest reported FRT position on this page?

The most recent filing on this page is 2025 Q4, when GRS Advisors, LLC reported 344,990 shares, equal to 3.12% of portfolio, with an estimated market value of $34.8M.

What does the chart on this FRT ownership page compare?

The chart compares GRS Advisors, LLC's quarterly FRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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