Position in FRT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,826,171
+$255,007 QoQ
Shares Held
14,794
+0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#224
of 618 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Sigma Planning Corp holds $9,357,269 across 6 REIT - Retail names. FRT ranks #3 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
63,195 | $3,915,562 | |
| 2 | SPG |
Simon Property Group Inc.
|
9,827 | $2,197,808 | |
| 3 | FRT |
Federal Realty Investment Trust
This page
|
14,794 | $1,826,171 | |
| 4 | SKT |
Tanger Inc.
|
14,919 | $588,852 | |
| 5 | NNN |
Nnn REIT, Inc.
|
9,073 | $422,166 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
|
9,772 | $406,710 |
All Filings in FRT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,826,171 | 14,794 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,571,164 | 14,793 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,351,224 | 13,405 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,328,174 | 13,110 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,249,973 | 13,159 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,247,596 | 12,754 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,377,992 | 12,309 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,159,357 | 10,084 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,035,750 | 10,258 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,053,878 | 10,320 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $418,795 | 4,064 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $981,251 | 10,827 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,063,502 | 10,990 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,063,114 | 10,757 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,672,702 | 36,349 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $458,260 | 5,085 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $432,744 | 4,520 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $640,013 | 5,243 | Shares | Sole | 2022-04-20 | |
| No filing history on record for this holder in this stock. | ||||||