WADDELL & ASSOCIATES, LLC

Position in FRT — Federal Realty Investment Trust

CIK 1776757 MEMPHIS, TN

Position in FRT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$593,622

+$135,751 QoQ

Shares Held

4,809

+11.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#335

of 614 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $1,533,502 across 3 REIT - Retail names. FRT ranks #2 (38.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NNN	Nnn REIT, Inc.	15,340	$713,770
2	FRT	Federal Realty Investment Trust This page	4,809	$593,622
3	SPG	Simon Property Group Inc.	1,011	$226,110

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$593,622	4,809	+11.6%	Shares	Sole	2026-07-15
2026-03-31	$457,871	4,311	+44.8%	Shares	Sole	2026-05-11
2025-12-31	$300,182	2,978	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.