MONETARY MANAGEMENT GROUP INC
Position in FRT — Federal Realty Investment Trust
CIK 1133014
ST LOUIS, MO
Position in FRT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$339,460
+$47,383 QoQ
Shares Held
2,750
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#405
of 614 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MONETARY MANAGEMENT GROUP INC holds $1,306,746 across 2 REIT - Retail names. FRT ranks #2 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,325 | $967,286 | |
| 2 | FRT |
Federal Realty Investment Trust
This page
|
2,750 | $339,460 |
All Filings in FRT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,460 | 2,750 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $292,077 | 2,750 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $277,200 | 2,750 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $278,602 | 2,750 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $356,212 | 3,750 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $366,825 | 3,750 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $419,812 | 3,750 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $431,137 | 3,750 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $378,637 | 3,750 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $382,950 | 3,750 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $386,437 | 3,750 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $339,862 | 3,750 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $362,887 | 3,750 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $370,612 | 3,750 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $378,900 | 3,750 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $401,034 | 4,450 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $426,043 | 4,450 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $543,211 | 4,450 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||