Position in FCPT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$785
-$326 QoQ
Shares Held
32
-31.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#325
of 347 holders
Holding Since
Mar 2021
12 quarters on record
Common Shares in FCPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $3,341,649 across 17 REIT - Retail names. FCPT ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
8,188 | $1,831,246 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
9,971 | $414,993 | |
| 3 | ADC |
Agree Realty Corp
|
5,390 | $408,238 | |
| 4 | O |
Realty Income Corp
|
5,423 | $336,009 | |
| 5 | NNN |
Nnn REIT, Inc.
|
2,419 | $112,556 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
3,115 | $110,271 | |
| 7 | KRG |
Kite Realty Group Trust
|
1,035 | $29,373 | |
| 8 | REG |
Regency Centers Corp
|
350 | $27,909 |
All Filings in FCPT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $785 | 32 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,111 | 47 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,083 | 47 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,293 | 53 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,264 | 47 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,348 | 47 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,275 | 47 | Shares | Sole | 2025-01-24 | |
| 2022-03-31 | $7,787 | 288 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $8,470 | 288 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $15,068 | 561 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $15,489 | 561 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $15,809 | 577 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||