Chicago Partners Investment Group LLC
Position in FRT — Federal Realty Investment Trust
CIK 1563525
CHICAGO, IL
Position in FRT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,462,640
+$548,066 QoQ
Shares Held
11,849
+37.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#246
of 614 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $6,291,157 across 6 REIT - Retail names. FRT ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
49,264 | $2,292,253 | |
| 2 | FRT |
Federal Realty Investment Trust
This page
|
11,849 | $1,462,640 | |
| 3 | REG |
Regency Centers Corp
|
10,727 | $855,370 | |
| 4 | SPG |
Simon Property Group Inc.
|
3,387 | $757,502 | |
| 5 | O |
Realty Income Corp
|
10,744 | $665,698 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
8,173 | $257,694 |
All Filings in FRT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,462,640 | 11,849 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $914,574 | 8,611 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $511,761 | 5,077 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $280,122 | 2,765 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||