Cetera Investment Advisers
Position in FRT — Federal Realty Investment Trust
CIK 1666741
SCHAUMBURG, IL
Position in FRT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,347,531
+$1,322,418 QoQ
Shares Held
51,422
+8.7% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#140
of 618 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Cetera Investment Advisers holds $152,490,398 across 20 REIT - Retail names. FRT ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,287,656 | $79,783,165 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
641,969 | $26,718,749 | |
| 3 | SPG |
Simon Property Group Inc.
|
71,444 | $15,978,450 | |
| 4 | FRT |
Federal Realty Investment Trust
This page
|
51,422 | $6,347,531 | |
| 5 | KIM |
Kimco Realty Corp
|
227,073 | $5,756,300 | |
| 6 | ADC |
Agree Realty Corp
|
62,896 | $4,763,743 | |
| 7 | IVT |
InvenTrust Properties Corp.
|
69,970 | $2,476,938 | |
| 8 | NNN |
Nnn REIT, Inc.
|
40,678 | $1,892,747 |
All Filings in FRT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,347,531 | 51,422 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,025,113 | 47,313 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,765,118 | 47,273 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,688,424 | 46,278 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,327,390 | 13,974 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,261,975 | 12,901 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,686,800 | 24,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,385,742 | 20,751 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,216,493 | 21,952 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $2,217,127 | 21,711 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $597,380 | 5,797 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $603,233 | 6,656 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $692,679 | 7,158 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $503,934 | 5,099 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $440,029 | 4,355 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $271,711 | 3,015 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $282,720 | 2,953 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $352,294 | 2,886 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||