FRT — FEDERAL REALTY INVT TR

Ownership history in Hazelview Securities Inc.  ·  8 quarters on record

This page tracks every 13F SEC filing in which Hazelview Securities Inc. reported a position in FEDERAL REALTY INVT TR (FRT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.51% (2019 Q4)
Avg. % of fund
1.67%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 139,940 +135,140 +2815.4% 2.67% $13.9M $99.67
2023 Q3 REDUCED 4,800 -900 -15.8% 0.08% $425K $82.26
2023 Q2 REDUCED 5,700 -38,476 -87.1% 0.09% $553K $86.86
2020 Q3 REDUCED 44,176 -60,053 -57.6% 0.65% $3.5M $58.89
2020 Q2 REDUCED 104,229 -71,953 -40.8% 1.85% $8.9M $67.44
2020 Q1 ADDED 176,182 +40,506 +29.9% 3.01% $11.7M $58.35
2019 Q4 ADDED 135,676 +74,929 +123.3% 3.51% $17.1M $99.66
2019 Q3 INITIATED 60,747 — — 1.48% $8.3M $104.53
% of Fund (quarterly)    FRT price (monthly, adj. close)

Other funds also holding FRT

As of 2025 Q4 — sorted by position size

Masterton Capital Management, LP 3Y 12.19% RUSH ISLAND MANAGEMENT, LP 3Y 7Y 8.09% Resolution Capital Ltd 3Y 7Y 7.36% GRS Advisors, LLC 3Y 7Y 3.12% PGGM Investments 3Y 7Y 1.64% Kinloch Capital, LLC 3Y 1.53% LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3Y 7Y 1.45% Vert Asset Management LLC 3Y 1.3% New Insight Wealth Advisors 1.11% ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3Y 1.04%
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