ROTHSCHILD INVESTMENT LLC

Position in FRT — Federal Realty Investment Trust

CIK 85338 CHICAGO, IL

Position in FRT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,041,833

+$635,049 QoQ

Shares Held

8,440

+120.4% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#281

of 614 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $5,081,490 across 26 REIT - Retail names. FRT ranks #2 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NNN	Nnn REIT, Inc.	30,702	$1,428,564
2	FRT	Federal Realty Investment Trust This page	8,440	$1,041,833
3	SPG	Simon Property Group Inc.	3,562	$796,641
4	KIM	Kimco Realty Corp	26,236	$665,082
5	PECO	Phillips Edison & Company, Inc.	15,137	$630,001
6	REG	Regency Centers Corp	1,754	$139,863
7	KRG	Kite Realty Group Trust	4,312	$122,374
8	GTY	Getty Realty Corp /Md/	3,255	$108,586

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,041,833	8,440	+120.4%	Shares	Sole	2026-08-06
2026-03-31	$406,784	3,830	+43.6%	Shares	Sole	2026-05-07
2025-12-31	$268,833	2,667	+301.7%	Shares	Sole	2026-02-10
2025-09-30	$67,269	664	+54.8%	Shares	Sole	2025-11-07
2025-06-30	$40,750	429	+2.4%	Shares	Sole	2025-08-11
2025-03-31	$40,986	419	+1.2%	Shares	Sole	2025-04-08
2024-12-31	$46,347	414	0.0%	Shares	Sole	2025-02-04
2024-09-30	$47,597	414	0.0%	Shares	Sole	2024-10-18
2024-06-30	$41,801	414	-4.6%	Shares	Sole	2024-07-31
2024-03-31	$44,320	434	+3.6%	Shares	Sole	2024-07-31
2023-12-31	$43,177	419	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.