NewEdge Wealth, LLC

Position in FRT — Federal Realty Investment Trust

CIK 1861796 STAMFORD, CT

Position in FRT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$982,582

+$280,959 QoQ

Shares Held

7,960

+20.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#284

of 614 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

NewEdge Wealth, LLC holds $5,745,257 across 8 REIT - Retail names. FRT ranks #3 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	6,562	$1,467,591
2	O	Realty Income Corp	17,563	$1,088,203
3	FRT	Federal Realty Investment Trust This page	7,960	$982,582
4	KIM	Kimco Realty Corp	26,717	$677,275
5	NNN	Nnn REIT, Inc.	13,125	$610,706
6	KRG	Kite Realty Group Trust	12,962	$367,861
7	ADC	Agree Realty Corp	4,242	$321,289
8	GTY	Getty Realty Corp /Md/	6,887	$229,750

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$982,582	7,960	+20.5%	Shares	Sole	2026-08-10
2026-03-31	$701,623	6,606	-4.8%	Shares	Sole	2026-05-13
2025-12-31	$699,249	6,937	+8.2%	Shares	Sole	2026-02-03
2025-09-30	$649,498	6,411	+0.2%	Shares	Sole	2025-11-07
2025-06-30	$608,030	6,401	+0.3%	Shares	Sole	2025-08-11
2025-03-31	$624,287	6,382	+0.2%	Shares	Sole	2025-05-09
2024-12-31	$713,233	6,371	-4.4%	Shares	Sole	2025-02-05
2024-09-30	$766,045	6,663	+0.3%	Shares	Sole	2024-11-12
2024-06-30	$670,743	6,643	+0.6%	Shares	Sole	2024-08-02
2024-03-31	$674,604	6,606	+3.1%	Shares	Sole	2024-05-06
2023-12-31	$660,241	6,407	-28.1%	Shares	Sole	2024-01-29
2023-09-30	$807,422	8,909	+0.0%	Shares	Sole	2023-11-08
2023-06-30	$862,027	8,908	-0.2%	Shares	Sole	2023-08-09
2023-03-31	$881,860	8,923	+1.7%	Shares	Sole	2023-05-08
2022-12-31	$886,828	8,777	-0.6%	Shares	Sole	2023-02-14
2022-09-30	$795,849	8,831	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.