Kesler, Norman & Wride, LLC

Position in FRT — Federal Realty Investment Trust

CIK 1840455 OGDEN, UT

Position in FRT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,630,148

+$180,382 QoQ

Shares Held

13,206

-3.3% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#230

of 614 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Kesler, Norman & Wride, LLC holds $3,492,727 across 2 REIT - Retail names. FRT ranks #2 (46.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	O	Realty Income Corp	30,061	$1,862,579
2	FRT	Federal Realty Investment Trust This page	13,206	$1,630,148

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,630,148	13,206	-3.3%	Shares	Sole	2026-07-23
2026-03-31	$1,449,766	13,650	-1.0%	Shares	Sole	2026-05-06
2025-12-31	$1,389,528	13,785	+14.8%	Shares	Sole	2026-02-10
2025-09-30	$1,216,226	12,005	-6.3%	Shares	Sole	2025-10-24
2025-06-30	$1,216,726	12,809	+0.6%	Shares	Sole	2025-08-05
2025-03-31	$1,245,542	12,733	+6.1%	Shares	Sole	2025-05-01
2024-12-31	$1,343,959	12,005	+10.0%	Shares	Sole	2025-02-12
2024-09-30	$1,254,322	10,910	-9.0%	Shares	Sole	2024-10-08
2024-06-30	$1,210,428	11,988	-25.8%	Shares	Sole	2024-07-24
2024-03-31	$1,650,463	16,162	-8.9%	Shares	Sole	2024-04-19
2023-12-31	$1,827,488	17,734	+1.0%	Shares	Sole	2024-01-10
2023-09-30	$1,591,915	17,565	-2.0%	Shares	Sole	2023-11-13
2023-06-30	$1,734,892	17,928	+0.8%	Shares	Sole	2023-07-27
2023-03-31	$1,757,493	17,783	+4.4%	Shares	Sole	2023-04-11
2022-12-31	$1,720,812	17,031	+68.8%	Shares	Sole	2023-02-07
2022-09-30	$909,491	10,092	+11.4%	Shares	Sole	2022-10-19
2022-06-30	$867,212	9,058	—	Shares	Sole	2022-08-04
No filing history on record for this holder in this stock.