Modera Wealth Management, LLC
Position in FRT — Federal Realty Investment Trust
CIK 1542143
WESTWOOD, NJ
Position in FRT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$278,850
+$38,922 QoQ
Shares Held
2,259
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#433
of 618 holders
Holding Since
Jun 2023
13 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, 2026Modera Wealth Management, LLC holds $981,975 across 3 REIT - Retail names. FRT ranks #2 (28.4% of the industry book) .
All Filings in FRT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,850 | 2,259 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $239,928 | 2,259 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $206,136 | 2,045 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $259,961 | 2,566 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $243,744 | 2,566 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $257,853 | 2,636 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $295,100 | 2,636 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $303,060 | 2,636 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $279,585 | 2,769 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $289,816 | 2,838 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $279,574 | 2,713 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $239,535 | 2,643 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $248,311 | 2,566 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||