Wealthspire Advisors, LLC

Position in FRT — Federal Realty Investment Trust

CIK 1646247 NEW YORK, NY

Position in FRT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$320,079

+$17,062 QoQ

Shares Held

2,593

-9.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#413

of 614 holders

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $2,343,185 across 4 REIT - Retail names. FRT ranks #3 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	21,629	$1,340,132
2	ADC	Agree Realty Corp	5,719	$433,157
3	FRT	Federal Realty Investment Trust This page	2,593	$320,079
4	SPG	Simon Property Group Inc.	1,117	$249,817

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$320,079	2,593	-9.1%	Shares	Sole	2026-08-11
2026-03-31	$303,017	2,853	+12.5%	Shares	Sole	2026-05-01
2025-12-31	$255,729	2,537	+7.2%	Shares	Sole	2026-02-13
2025-09-30	$239,699	2,366	-24.0%	Shares	Sole	2025-11-14
2025-06-30	$295,608	3,112	+5.9%	Shares	Sole	2025-08-11
2025-03-31	$287,492	2,939	-0.0%	Shares	Sole	2025-05-09
2024-12-31	$329,133	2,940	+0.2%	Shares	Sole	2025-02-04
2024-09-30	$337,207	2,933	+40.9%	Shares	Sole	2024-11-13
2023-12-31	$214,447	2,081	-62.0%	Shares	Sole	2024-02-07
2023-09-30	$496,199	5,475	+12.7%	Shares	Sole	2023-11-06
2023-06-30	$469,915	4,856	-0.0%	Shares	Sole	2023-08-01
2023-03-31	$480,116	4,858	-2.5%	Shares	Sole	2023-05-09
2022-12-31	$503,381	4,982	+2.8%	Shares	Sole	2023-02-14
2022-09-30	$436,811	4,847	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.