EverSource Wealth Advisors, LLC
Position in FRT — Federal Realty Investment Trust
CIK 1710537
BIRMINGHAM, AL
Position in FRT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$323,779
+$31,070 QoQ
Shares Held
2,623
-4.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#414
of 618 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,440,305 across 26 REIT - Retail names. FRT ranks #4 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
2,505 | $560,238 | |
| 2 | O |
Realty Income Corp
|
6,528 | $404,471 | |
| 3 | NNN |
Nnn REIT, Inc.
|
8,455 | $393,406 | |
| 4 | FRT |
Federal Realty Investment Trust
This page
|
2,623 | $323,779 | |
| 5 | KIM |
Kimco Realty Corp
|
4,800 | $121,676 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
2,587 | $91,577 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
1,802 | $74,997 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
2,238 | $70,561 |
All Filings in FRT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,779 | 2,623 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $292,709 | 2,756 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $233,853 | 2,320 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $106,169 | 1,048 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $65,540 | 690 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $56,831 | 581 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $57,092 | 510 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $62,655 | 545 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $55,025 | 545 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $55,348 | 542 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $29,884 | 290 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $45,676 | 504 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $48,771 | 504 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $38,543 | 390 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $39,404 | 390 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,875 | 43 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,115 | 43 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,295 | 27 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $3,680 | 27 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||