KESTRA PRIVATE WEALTH SERVICES, LLC
Position in FRT — Federal Realty Investment Trust
CIK 1649451
AUSTIN, TX
Position in FRT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$510,918
-$606,729 QoQ
Shares Held
4,139
-60.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#350
of 619 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $17,022,656 across 7 REIT - Retail names. FRT ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
159,562 | $9,886,461 | |
| 2 | SPG |
Simon Property Group Inc.
|
12,686 | $2,837,223 | |
| 3 | GTY |
Getty Realty Corp /Md/
|
53,132 | $1,772,483 | |
| 4 | NTST |
NETSTREIT Corp.
|
47,608 | $1,005,957 | |
| 5 | KIM |
Kimco Realty Corp
|
22,310 | $565,558 | |
| 6 | FRT |
Federal Realty Investment Trust
This page
|
4,139 | $510,918 | |
| 7 | PINE |
Alpine Income Property Trust, Inc.
|
21,390 | $444,056 |
All Filings in FRT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,918 | 4,139 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,117,647 | 10,523 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $387,979 | 3,849 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $379,507 | 3,746 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $386,609 | 4,070 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $440,679 | 4,505 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $436,381 | 3,898 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||