Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in FRT — Federal Realty Investment Trust
CIK 1510434
Seattle, WA
Position in FRT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$683,486
+$306,760 QoQ
Shares Held
5,537
+56.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#54
of 164 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $3,684,370 across 6 REIT - Retail names. FRT ranks #3 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
24,347 | $1,132,865 | |
| 2 | REG |
Regency Centers Corp
|
9,852 | $785,597 | |
| 3 | FRT |
Federal Realty Investment Trust
This page
|
5,537 | $683,486 | |
| 4 | WSR |
Whitestone REIT
|
21,646 | $410,408 | |
| 5 | O |
Realty Income Corp
|
6,417 | $397,596 | |
| 6 | SPG |
Simon Property Group Inc.
|
1,227 | $274,418 |
All Filings in FRT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $683,486 | 5,537 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $376,726 | 3,547 | Shares | Other | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||