SEC 13F Intelligence

Westwood Holdings Group Inc / FRT

Westwood Holdings Group Inc’s Federal Rlty Invt Tr New Position

Does Westwood Holdings Group Inc own Federal Rlty Invt Tr New (FRT)? Yes219.9K shares worth $23M (+0.17% of its 13F portfolio) as of Q1 2026, down from 223.5K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
219.9K
% of Portfolio
+0.17%
Quarters Held
14
currently held

Position History FRT

Reported value by quarter
Q4 ’22: $709Q4 ’22Q1 ’23: $544Q2 ’23: $532Q2 ’23Q3 ’23: $5,030Q4 ’23: $8,280Q4 ’23Q1 ’24: $9,776Q2 ’24: $65MQ2 ’24Q3 ’24: $109MQ4 ’24: $103MQ4 ’24Q1 ’25: $97MQ2 ’25: $22MQ2 ’25Q3 ’25: $23MQ4 ’25: $23MQ4 ’25Q1 ’26: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026219.9K$23M+0.17%
Q4 2025223.5K$23M+0.18%
Q3 2025223.7K$23M+0.16%
Q2 2025226.6K$22M+0.16%
Q1 2025995.2K$97M+0.73%
Q4 2024919.5K$103M+0.79%
Q3 2024944.8K$109M+0.46%
Q2 2024642.4K$65M+0.30%
Q1 202495.7K$9,776+0.08%
Q4 202380.3K$8,280+0.07%
Q3 202355.5K$5,030+0.05%
Q2 20235.5K$5320.00%
Q1 20235.5K$5440.00%
Q4 20227.0K$709+0.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Westwood Holdings Group Inc’s full portfolio or all institutional holders of FRT.