Position in FRT
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$8,234,886
+$69,179 QoQ
Shares Held
77,534
-4.3% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0.13542445894704258.ToString("F0")%
Shared 0.ToString("F0")%
None 99.86457554105296.ToString("F0")%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $321,080,979 across 20 REIT - Retail names. FRT ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
2,452,994 | $150,074,172 | |
| 2 | SPG |
Simon Property Group Inc.
|
316,219 | $58,984,330 | |
| 3 | KIM |
Kimco Realty Corp
|
1,422,334 | $31,959,844 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
345,513 | $12,929,096 | |
| 5 | NNN |
Nnn REIT, Inc.
|
231,055 | $9,711,241 | |
| 6 | MAC |
Macerich Co
|
499,358 | $9,437,866 | |
| 7 | FRT |
Federal Realty Investment Trust
This page
|
77,534 | $8,234,886 | |
| 8 | REG |
Regency Centers Corp
|
107,237 | $8,113,551 |
All Filings in FRT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,234,886 | 77,534 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,165,707 | 81,009 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,371,447 | 82,632 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,149,612 | 75,267 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,713,791 | 78,857 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,324,203 | 83,289 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $8,151,602 | 70,902 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,221,172 | 71,518 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,908,213 | 67,648 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,550,479 | 53,862 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,363,200 | 48,143 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,576,253 | 47,290 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,772,105 | 48,286 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,357,350 | 43,125 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,784,560 | 53,091 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,168,036 | 33,090 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||