Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: FRPT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on FRPT, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 4,698 FRPT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,698 shares
    Change vs previous 13F -4,789 shares

    <0.01% of the 13F portfolio, value $277,748.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,487 shares
    Change vs previous 13F -902 shares

    <0.01% of the 13F portfolio, value $559,337.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,389 shares
    Change vs previous 13F +3,178 shares

    <0.01% of the 13F portfolio, value $632,994.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,211 shares
    Change vs previous 13F -45 shares

    <0.01% of the 13F portfolio, value $397,398.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,256 shares
    Change vs previous 13F +3,670 shares

    <0.01% of the 13F portfolio, value $493,118.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,586 shares
    Change vs previous 13F -434 shares

    <0.01% of the 13F portfolio, value $298,248.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,020 shares
    Change vs previous 13F -3,551 shares

    <0.01% of the 13F portfolio, value $595,402.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,571 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,035,486.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).