Horizon Investments, LLC

Position in FRT — Federal Realty Investment Trust

CIK 1560717 Charlotte, NC

Position in FRT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,296,611

-$365,782 QoQ

Shares Held

12,208

-26.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Mar 31, 2026

Horizon Investments, LLC holds $19,898,759 across 15 REIT - Retail names. FRT ranks #5 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	22,466	$4,190,582
2	BRX	Brixmor Property Group Inc.	129,015	$3,715,632
3	O	Realty Income Corp	55,946	$3,422,776
4	REG	Regency Centers Corp	18,442	$1,395,321
5	FRT	Federal Realty Investment Trust This page	12,208	$1,296,611
6	PECO	Phillips Edison & Company, Inc.	32,547	$1,217,908
7	FCPT	Four Corners Property Trust, Inc.	46,190	$1,092,393
8	NNN	Nnn REIT, Inc.	22,853	$960,511

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,296,611	12,208	-26.0%	Shares	Sole	2026-05-15
2025-12-31	$1,662,393	16,492	-78.4%	Shares	Sole	2026-02-02
2025-09-30	$7,718,403	76,186	+6212.0%	Shares	Sole	2025-11-14
2025-06-30	$114,652	1,207	+8.4%	Shares	Sole	2025-08-14
2025-03-31	$108,873	1,113	+7.8%	Shares	Sole	2025-05-13
2024-12-31	$115,532	1,032	+0.3%	Shares	Sole	2025-02-10
2024-09-30	$118,304	1,029	-25.9%	Shares	Sole	2024-11-13
2024-06-30	$140,247	1,389	+2.1%	Shares	Sole	2024-08-09
2024-03-31	$138,883	1,360	+0.9%	Shares	Sole	2024-05-15
2023-12-31	$138,911	1,348	+3.9%	Shares	Sole	2024-02-14
2023-09-30	$117,637	1,298	+1.1%	Shares	Sole	2023-11-14
2023-06-30	$124,252	1,284	+6.8%	Shares	Sole	2023-08-14
2023-03-31	$118,793	1,202	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.