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Smith Shellnut Wilson LLC

SEC CIK
0000944317
Latest filing
Aug 3, 2026

FRT holding history

Federal Realty Investment Trust in every 13F filed by Smith Shellnut Wilson LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FRT overviewAll 13F holders of FRTFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of FRT by Smith Shellnut Wilson LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−2,051−100.0%Sold outHolders
Q1 20252,051$200.6K0.1%−275−11.8%ReducedHolders
Q4 20242,326$260.4K0.1%+55+2.4%AddedHolders
Q3 20242,271$261.1K0.1%00.0%UnchangedHolders
Q2 20242,271$229.3K0.1%00.0%UnchangedHolders
Q1 20242,271$231.9K0.1%00.0%UnchangedHolders
Q4 20232,271$234.0K0.1%−295−11.5%ReducedHolders
Q3 20232,566$232.6K0.1%00.0%UnchangedHolders
Q2 20232,566$248.3K0.1%−20−0.8%ReducedHolders
Q1 20232,586$255.6K0.2%00.0%UnchangedHolders
Q4 20222,586$261.3K0.2%+11+0.4%AddedHolders
Q3 20222,575$232.0K0.2%+70+2.8%AddedHolders
Q2 20222,505$240.0K0.1%−174−6.5%ReducedHolders
Q1 20222,679$327.0K0.2%+18+0.7%AddedHolders
Q4 20212,661$363.0K0.2%+72+2.8%AddedHolders
Q3 20212,589$305.0K0.2%+38+1.5%AddedHolders
Q2 20212,551$299.0K0.2%00.0%UnchangedHolders
Q1 20212,551$259.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.