Position in FRT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,693,966
+$2,235,839 QoQ
Shares Held
100,687
+20.0% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 3.2079613058289556.ToString("F0")%
Shared 27.305411820791164.ToString("F0")%
None 69.48662687337988.ToString("F0")%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Cerity Partners LLC holds $52,054,707 across 19 REIT - Retail names. FRT ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
57,493 | $10,724,168 | |
| 2 | FRT |
Federal Realty Investment Trust
This page
|
100,687 | $10,693,966 | |
| 3 | O |
Realty Income Corp
|
139,372 | $8,526,778 | |
| 4 | NNN |
Nnn REIT, Inc.
|
149,155 | $6,268,984 | |
| 5 | ADC |
Agree Realty Corp
|
43,311 | $3,264,782 | |
| 6 | REG |
Regency Centers Corp
|
40,641 | $3,074,897 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
62,656 | $2,344,586 | |
| 8 | KIM |
Kimco Realty Corp
|
51,524 | $1,157,743 |
All Filings in FRT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,693,966 | 100,687 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,458,127 | 83,910 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,713,112 | 36,651 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $1,186,900 | 12,495 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $604,136 | 6,176 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $757,005 | 6,762 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $503,798 | 4,382 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $300,991 | 2,981 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $342,510 | 3,354 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $332,430 | 3,668 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||