Corient Private Wealth LLC

Position in FRT — Federal Realty Investment Trust

CIK 1948780 MIAMI, FL

Position in FRT

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$3,086,864

+$1,173,598 QoQ

Shares Held

25,007

+38.8% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#184

of 614 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 27% Shared 19% None 54%

Real Estate · as of Jun 30, 2026

Corient Private Wealth LLC holds $87,602,799 across 20 REIT - Retail names. FRT ranks #7 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	92,273	$20,636,855
2	NNN	Nnn REIT, Inc.	404,373	$18,815,475
3	O	Realty Income Corp	1,367,935	$12,093,520
4	REG	Regency Centers Corp	82,760	$6,599,282
5	PECO	Phillips Edison & Company, Inc.	80,531	$3,351,700
6	GTY	Getty Realty Corp /Md/	93,482	$3,118,559
7	FRT	Federal Realty Investment Trust This page	25,007	$3,086,864
8	NTST	NETSTREIT Corp.	127,242	$2,688,623

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,086,864	25,007	+38.8%	Shares	Sole	2026-08-17
2026-03-31	$1,913,266	18,014	+60.8%	Shares	Sole	2026-05-15
2025-12-31	$1,128,960	11,200	+81.1%	Shares	Sole	2026-03-09
2025-09-30	$626,703	6,186	+13.2%	Shares	Sole	2025-11-14
2025-03-31	$534,781	5,467	+12.6%	Shares	Sole	2025-05-14
2024-12-31	$543,517	4,855	+12.3%	Shares	Sole	2025-02-10
2024-09-30	$497,245	4,325	+16.4%	Shares	Sole	2024-11-12
2024-06-30	$375,204	3,716	+6.8%	Shares	Sole	2024-08-13
2024-03-31	$355,275	3,479	+40.7%	Shares	Sole	2024-05-09
2023-12-31	$254,842	2,473	-18.7%	Shares	Sole	2024-02-09
2023-09-30	$275,515	3,040	+41.0%	Shares	Sole	2023-11-03
2023-06-30	$208,636	2,156	-33.1%	Shares	Sole	2023-08-10
2023-03-31	$318,529	3,223	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.