Steward Partners Investment Advisory, LLC
Position in FRT — Federal Realty Investment Trust
CIK 1723397
STAMFORD, CT
Position in FRT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,305,488
+$535,605 QoQ
Shares Held
18,677
+12.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#203
of 614 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, 2026Steward Partners Investment Advisory, LLC holds $28,209,379 across 21 REIT - Retail names. FRT ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
247,873 | $15,358,211 | |
| 2 | SPG |
Simon Property Group Inc.
|
21,963 | $4,912,024 | |
| 3 | FRT |
Federal Realty Investment Trust
This page
|
18,677 | $2,305,488 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
53,679 | $1,692,498 | |
| 5 | NNN |
Nnn REIT, Inc.
|
27,016 | $1,257,054 | |
| 6 | KIM |
Kimco Realty Corp
|
31,164 | $790,007 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
18,452 | $550,792 | |
| 8 | REG |
Regency Centers Corp
|
5,605 | $446,942 |
All Filings in FRT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,305,488 | 18,677 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,769,883 | 16,664 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,647,979 | 16,349 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,711,835 | 16,897 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,523,259 | 16,036 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,567,761 | 16,027 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,947,146 | 17,393 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,020,597 | 17,575 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,489,408 | 14,751 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,596,850 | 15,637 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,627,262 | 15,791 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,424,522 | 15,718 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,563,609 | 16,158 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,608,853 | 16,279 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,693,834 | 16,764 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,524,379 | 16,915 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,469,896 | 15,353 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,825,190 | 14,952 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||