Position in FRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$471,540
+$113,931 QoQ
Shares Held
3,820
+13.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#362
of 614 holders
Holding Since
Dec 2025
3 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, 2026Waverly Advisors, LLC holds $7,852,379 across 6 REIT - Retail names. FRT ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
52,743 | $3,267,956 | |
| 2 | SPG |
Simon Property Group Inc.
|
7,132 | $1,595,071 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
34,807 | $1,448,667 | |
| 4 | NNN |
Nnn REIT, Inc.
|
14,166 | $659,143 | |
| 5 | FRT |
Federal Realty Investment Trust
This page
|
3,820 | $471,540 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
11,582 | $410,002 |
All Filings in FRT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,540 | 3,820 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $357,609 | 3,367 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $277,603 | 2,754 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||