Janney Montgomery Scott LLC
Position in FRT — Federal Realty Investment Trust
CIK 1329948
PHILADELPHIA, PA
Position in FRT
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$12,639,839
+$2,291,207 QoQ
Shares Held
119,008
+15.9% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Janney Montgomery Scott LLC holds $102,778,813 across 11 REIT - Retail names. FRT ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
200,271 | $37,356,549 | |
| 2 | O |
Realty Income Corp
|
559,237 | $34,214,119 | |
| 3 | FRT |
Federal Realty Investment Trust
This page
|
119,008 | $12,639,839 | |
| 4 | SKT |
Tanger Inc.
|
327,882 | $11,141,430 | |
| 5 | KIM |
Kimco Realty Corp
|
161,331 | $3,625,107 | |
| 6 | CBL |
Cbl & Associates Properties Inc
|
33,520 | $1,288,173 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
26,063 | $975,277 | |
| 8 | REG |
Regency Centers Corp
|
7,845 | $593,552 |
All Filings in FRT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,639,839 | 119,008 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $10,348,632 | 102,665 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,872,183 | 107,316 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $11,498,729 | 121,052 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $12,213,316 | 124,855 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $12,995,491 | 116,083 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $13,417,688 | 116,706 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $11,939,096 | 118,244 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $12,496,935 | 122,375 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $11,845,700 | 114,951 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $10,531,205 | 116,200 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $10,989,297 | 113,561 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $10,569,572 | 106,947 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $10,408,332 | 103,012 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $7,422,462 | 82,362 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $6,890,503 | 71,971 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||