PARK AVENUE SECURITIES LLC
Broker-DealerPosition in FRT — Federal Realty Investment Trust
CIK 1071640
NEW YORK, NY
Position in FRT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$220,710
-$311,948 QoQ
Shares Held
1,788
-62.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#463
of 614 holders
Holding Since
Sep 2023
7 quarters on record
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026PARK AVENUE SECURITIES LLC holds $8,005,255 across 9 REIT - Retail names. FRT ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
14,024 | $3,136,467 | |
| 2 | O |
Realty Income Corp
|
31,173 | $1,931,479 | |
| 3 | ALX |
Alexanders Inc
|
2,672 | $736,296 | |
| 4 | ADC |
Agree Realty Corp
|
6,600 | $499,884 | |
| 5 | KIM |
Kimco Realty Corp
|
19,642 | $497,924 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
10,980 | $388,692 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
11,924 | $375,963 | |
| 8 | FRT |
Federal Realty Investment Trust
This page
|
1,788 | $220,710 |
All Filings in FRT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,710 | 1,788 | Shares | Sole | 2026-07-20 | |
| 2024-12-31 | $532,658 | 4,758 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $532,656 | 4,633 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $554,527 | 5,492 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $553,592 | 5,421 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $507,830 | 4,928 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $285,121 | 3,146 | Shares | Sole | 2023-10-26 | |
| No filing history on record for this holder in this stock. | ||||||