PINNACLE ASSOCIATES LTD

Position in FRT — Federal Realty Investment Trust

CIK 743127 NEW YORK, NY

Position in FRT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$263,420

+$22,855 QoQ

Shares Held

2,134

-5.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#445

of 618 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $2,562,423 across 4 REIT - Retail names. FRT ranks #3 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	8,036	$1,797,251
2	O	Realty Income Corp	8,098	$501,752
3	FRT	Federal Realty Investment Trust This page	2,134	$263,420
4			13,187	$0

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$263,420	2,134	-5.8%	Shares	Sole	2026-08-03
2026-03-31	$240,565	2,265	+0.9%	Shares	Sole	2026-04-22
2025-12-31	$226,195	2,244	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.