Position in FRT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$825,813
+$197,900 QoQ
Shares Held
6,690
+13.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#309
of 619 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026NewEdge Advisors, LLC holds $31,222,639 across 14 REIT - Retail names. FRT ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
171,838 | $10,647,082 | |
| 2 | SPG |
Simon Property Group Inc.
|
36,812 | $8,233,003 | |
| 3 | SKT |
Tanger Inc.
|
157,081 | $6,199,987 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
57,691 | $2,401,099 | |
| 5 | KIM |
Kimco Realty Corp
|
38,403 | $973,516 | |
| 6 | NNN |
Nnn REIT, Inc.
|
19,608 | $912,360 | |
| 7 | FRT |
Federal Realty Investment Trust
This page
|
6,690 | $825,813 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
20,560 | $648,256 |
All Filings in FRT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $825,813 | 6,690 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $627,913 | 5,912 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $607,219 | 6,024 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $491,454 | 4,851 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $471,910 | 4,968 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $521,087 | 5,327 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $747,490 | 6,677 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $433,321 | 3,769 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $385,705 | 3,820 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $387,239 | 3,792 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $440,229 | 4,272 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $203,826 | 2,249 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $217,442 | 2,247 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $216,833 | 2,194 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $207,030 | 2,049 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $728,294 | 7,607 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||