BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in FRT — Federal Realty Investment Trust
CIK 2010186
CINCINNATI, OH
Position in FRT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$65,052
+$9,080 QoQ
Shares Held
527
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#502
of 614 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $1,265,406 across 10 REIT - Retail names. FRT ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAC |
Macerich Co
|
20,000 | $503,800 | |
| 2 | NNN |
Nnn REIT, Inc.
|
7,200 | $335,016 | |
| 3 | BRX |
Brixmor Property Group Inc.
|
7,800 | $245,934 | |
| 4 | O |
Realty Income Corp
|
1,381 | $85,566 | |
| 5 | FRT |
Federal Realty Investment Trust
This page
|
527 | $65,052 | |
| 6 | SPG |
Simon Property Group Inc.
|
51 | $11,406 | |
| 7 | AKR |
Acadia Realty Trust
|
468 | $9,785 | |
| 8 | KRG |
Kite Realty Group Trust
|
225 | $6,385 |
All Filings in FRT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,052 | 527 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $55,972 | 527 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $53,020 | 526 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $53,289 | 526 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $47,589 | 501 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $48,910 | 500 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $55,975 | 500 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $57,485 | 500 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $50,485 | 500 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $51,060 | 500 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $66,982 | 650 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $58,909 | 650 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $77,416 | 800 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $29,649 | 300 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $30,312 | 300 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $27,036 | 300 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $28,722 | 300 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $36,621 | 300 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||