VALLEY NATIONAL ADVISERS INC
Position in FRT — Federal Realty Investment Trust
CIK 773411
BETHLEHEM, PA
Position in FRT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,975
-$1,317 QoQ
Shares Held
16
-48.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#585
of 614 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $81,743 across 5 REIT - Retail names. FRT ranks #4 (2.4% of the industry book) .
All Filings in FRT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,975 | 16 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,292 | 31 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,124 | 31 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,140 | 31 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2 | 31 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,032 | 31 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $6,381 | 57 | Shares | Sole | 2025-01-24 | |
| 2024-06-30 | $1 | 15 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1 | 15 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $11,850 | 115 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $9,516 | 105 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,677 | 100 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $9,883 | 100 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $10,104 | 100 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $9,012 | 100 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $9,574 | 100 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $12,207 | 100 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||