SEC 13F Intelligence

Kinloch Capital, LLC / FRT

Kinloch Capital, LLC’s Federal Rlty Invt Tr New Position

Does Kinloch Capital, LLC own Federal Rlty Invt Tr New (FRT)? Yes44.0K shares worth $5M (+1.91% of its 13F portfolio) as of Q1 2026, up from 35.2K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
44.0K
% of Portfolio
+1.91%
Quarters Held
15
currently held

Position History FRT

Reported value by quarter
Q3 ’22: $2MQ3 ’22Q4 ’22: $2,595Q1 ’23: $3,126Q1 ’23Q2 ’23: $3MQ3 ’23: $3MQ3 ’23Q4 ’23: $3MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202644.0K$5M+1.91%
Q4 202535.2K$4M+1.53%
Q3 202536.2K$4M+1.60%
Q2 202535.6K$3M+1.57%
Q1 202534.9K$3M+1.63%
Q4 202434.6K$4M+1.94%
Q3 202433.0K$4M+1.84%
Q2 202434.0K$3M+1.79%
Q1 202433.8K$3M+1.78%
Q4 202327.4K$3M+1.80%
Q3 202331.8K$3M+1.80%
Q2 202331.0K$3M+1.79%
Q1 202331.6K$3,126+1.83%
Q4 202225.7K$2,595+1.51%
Q3 202225.5K$2M+1.52%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kinloch Capital, LLC’s full portfolio or all institutional holders of FRT.