TD PRIVATE CLIENT WEALTH LLC
Position in FRT — Federal Realty Investment Trust
CIK 1551017
NEW YORK, NY
Position in FRT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$10,739
+$3,305 QoQ
Shares Held
87
+24.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#556
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, 2026TD PRIVATE CLIENT WEALTH LLC holds $5,300,084 across 16 REIT - Retail names. FRT ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
|
111,054 | $2,815,218 | |
| 2 | O |
Realty Income Corp
|
30,988 | $1,920,016 | |
| 3 | NNN |
Nnn REIT, Inc.
|
6,482 | $301,607 | |
| 4 | SPG |
Simon Property Group Inc.
|
662 | $148,056 | |
| 5 | REG |
Regency Centers Corp
|
750 | $59,805 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
755 | $22,536 | |
| 7 | FRT |
Federal Realty Investment Trust
This page
|
87 | $10,739 | |
| 8 | SKT |
Tanger Inc.
|
200 | $7,894 |
All Filings in FRT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,739 | 87 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $7,434 | 70 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $7,056 | 70 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $7,091 | 70 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $9,688 | 102 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $6,749 | 69 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $9,627 | 86 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $10,117 | 88 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $6,865 | 68 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $10,212 | 100 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $10,305 | 100 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $11,510 | 127 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $14,515 | 150 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $11,563 | 117 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $11,619 | 115 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $24,783 | 275 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $21,828 | 228 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $36,865 | 302 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||