Independent Advisor Alliance
Position in FRT — Federal Realty Investment Trust
CIK 1696899
CHARLOTTE, NC
Position in FRT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$858,895
+$109,585 QoQ
Shares Held
6,958
-1.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#300
of 614 holders
Holding Since
Jun 2022
17 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, 2026Independent Advisor Alliance holds $17,941,060 across 4 REIT - Retail names. FRT ranks #3 (4.8% of the industry book) .
All Filings in FRT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $858,895 | 6,958 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $749,310 | 7,055 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $754,285 | 7,483 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $623,461 | 6,154 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $586,372 | 6,173 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $578,115 | 5,910 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $737,190 | 6,585 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $706,720 | 6,147 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $640,553 | 6,344 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $770,291 | 7,543 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $821,720 | 7,974 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $955,783 | 10,546 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,136,563 | 11,745 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,343,198 | 13,591 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,288,260 | 12,750 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,042,057 | 11,563 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $901,009 | 9,411 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||