WEST PACES ADVISORS INC.

Position in FRT — Federal Realty Investment Trust

CIK 2004720 ATLANTA, GA

Position in FRT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,592

-$4,859 QoQ

Shares Held

-72.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#576

of 614 holders

Holding Since

Mar 2023

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

WEST PACES ADVISORS INC. holds $1,447,724 across 5 REIT - Retail names. FRT ranks #3 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	REG	Regency Centers Corp	17,635	$1,406,214
2	SPG	Simon Property Group Inc.	157	$35,113
3	FRT	Federal Realty Investment Trust This page	21	$2,592
4	KIM	Kimco Realty Corp	89	$2,256
5	O	Realty Income Corp	25	$1,549

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,592	21	-72.7%	Shares	Sole	2026-07-20
2023-06-30	$7,451	77	0.0%	Shares	Sole	2023-12-18
2023-03-31	$7,609	77	—	Shares	Sole	2023-12-18
No filing history on record for this holder in this stock.