Farther Finance Advisors, LLC

Position in FRT — Federal Realty Investment Trust

CIK 1992825 SAN FRANCISCO, CA

Position in FRT

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

Position Value

$376,368

+$59,969 QoQ

Shares Held

3,049

+2.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#390

of 614 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $8,966,428 across 26 REIT - Retail names. FRT ranks #6 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	44,912	$2,782,747
2	SPG	Simon Property Group Inc.	10,056	$2,249,024
3	NNN	Nnn REIT, Inc.	23,646	$1,100,248
4	ADC	Agree Realty Corp	6,420	$486,250
5	CBL	Cbl & Associates Properties Inc	7,783	$413,199
6	FRT	Federal Realty Investment Trust This page	3,049	$376,368
7	KIM	Kimco Realty Corp	12,055	$305,594
8	IVT	InvenTrust Properties Corp.	8,262	$292,474

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$376,368	3,049	+2.3%	Shares	Sole	2026-07-17
2026-03-31	$316,399	2,979	+10.3%	Shares	Sole	2026-04-07
2025-12-31	$272,260	2,701	+201.1%	Shares	Sole	2026-01-23
2025-09-30	$90,875	897	+57.6%	Shares	Sole	2025-10-14
2025-06-30	$54,049	569	+8.4%	Shares	Sole	2025-07-11
2025-03-31	$51,355	525	-2.1%	Shares	Sole	2025-04-14
2024-12-31	$60,005	536	-6.9%	Shares	Sole	2025-02-10
2024-09-30	$66,222	576	-5.6%	Shares	Sole	2024-10-29
2024-06-30	$61,591	610	+71.3%	Shares	Sole	2024-07-31
2024-03-31	$36,354	356	-10.8%	Shares	Sole	2024-05-14
2023-12-31	$41,116	399	+9.6%	Shares	Sole	2024-02-15
2023-09-30	$32,989	364	-5.2%	Shares	Sole	2023-11-14
2023-06-30	$37,159	384	-1.5%	Shares	Sole	2024-05-14
2023-03-31	$38,543	390	-12.8%	Shares	Sole	2024-05-14
2022-12-31	$45,164	447	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.