Position in FRT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$187,135
+$24,953 QoQ
Shares Held
1,516
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#483
of 618 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $5,214,113 across 24 REIT - Retail names. FRT ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
56,729 | $3,514,928 | |
| 2 | SPG |
Simon Property Group Inc.
|
3,512 | $785,458 | |
| 3 | NNN |
Nnn REIT, Inc.
|
5,583 | $259,776 | |
| 4 | FRT |
Federal Realty Investment Trust
This page
|
1,516 | $187,135 | |
| 5 | IVT |
InvenTrust Properties Corp.
|
4,587 | $162,379 | |
| 6 | SKT |
Tanger Inc.
|
1,628 | $64,257 | |
| 7 | KIM |
Kimco Realty Corp
|
1,738 | $44,058 | |
| 8 | ADC |
Agree Realty Corp
|
393 | $29,765 |
All Filings in FRT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $187,135 | 1,516 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $162,182 | 1,527 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $152,812 | 1,516 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $100,904 | 996 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $72,952 | 768 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $43,334 | 443 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $48,026 | 429 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $48,747 | 424 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $154,484 | 1,530 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $315,040 | 3,085 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $372,937 | 3,619 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $373,123 | 4,117 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $384,273 | 3,971 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $86,278 | 873 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $343 | 2,504 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $326,504 | 3,623 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $339,877 | 3,550 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $44,555 | 365 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||