ENVESTNET ASSET MANAGEMENT INC
Position in FRT — Federal Realty Investment Trust
CIK 1407543
Berwyn, PA
Position in FRT
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$10,002,751
+$2,443,054 QoQ
Shares Held
94,179
+25.6% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $359,128,433 across 21 REIT - Retail names. FRT ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
2,000,103 | $122,366,301 | |
| 2 | SPG |
Simon Property Group Inc.
|
325,424 | $60,701,338 | |
| 3 | KIM |
Kimco Realty Corp
|
1,852,756 | $41,631,427 | |
| 4 | ADC |
Agree Realty Corp
|
352,943 | $26,604,843 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
524,094 | $15,093,907 | |
| 6 | GTY |
Getty Realty Corp /Md/
|
360,641 | $11,468,383 | |
| 7 | NNN |
Nnn REIT, Inc.
|
256,283 | $10,771,574 | |
| 8 | FRT |
Federal Realty Investment Trust
This page
|
94,179 | $10,002,751 |
All Filings in FRT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,002,751 | 94,179 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,559,697 | 74,997 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,781,418 | 76,808 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,190,837 | 75,701 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $6,993,836 | 71,497 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $13,433,216 | 119,993 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,647,689 | 66,519 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $7,787,412 | 77,126 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,196,600 | 70,472 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,799,548 | 65,983 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,855,411 | 53,574 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,821,178 | 49,821 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,787,264 | 38,321 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,873,267 | 38,334 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,835,507 | 42,560 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,909,638 | 40,836 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,513,169 | 45,164 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||