Position in FRT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,792,472
+$473,876 QoQ
Shares Held
14,521
+17.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#225
of 614 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Lido Advisors, LLC holds $15,497,501 across 8 REIT - Retail names. FRT ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
117,206 | $7,262,081 | |
| 2 | SPG |
Simon Property Group Inc.
|
17,334 | $3,876,748 | |
| 3 | FRT |
Federal Realty Investment Trust
This page
|
14,521 | $1,792,472 | |
| 4 | SKT |
Tanger Inc.
|
19,987 | $788,885 | |
| 5 | NNN |
Nnn REIT, Inc.
|
16,800 | $781,704 | |
| 6 | KIM |
Kimco Realty Corp
|
15,533 | $393,761 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
12,421 | $370,765 | |
| 8 | REG |
Regency Centers Corp
|
2,898 | $231,085 |
All Filings in FRT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,792,472 | 14,521 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,318,596 | 12,415 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,243,771 | 12,339 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,219,772 | 12,040 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,159,542 | 12,207 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $799,482 | 8,173 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $847,461 | 7,570 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $877,680 | 7,634 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,008,791 | 9,991 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,085,228 | 10,627 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $414,363 | 4,021 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,360,990 | 15,017 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,639,670 | 16,944 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,035,206 | 20,593 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,374,144 | 13,600 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $919,404 | 10,202 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $753,378 | 7,869 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||