Position in FRT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,933,070
+$721,533 QoQ
Shares Held
15,660
+37.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#217
of 614 holders
Holding Since
Mar 2024
10 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, 2026GeoWealth Management, LLC holds $12,862,489 across 11 REIT - Retail names. FRT ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
15,222 | $3,404,400 | |
| 2 | O |
Realty Income Corp
|
31,257 | $1,936,683 | |
| 3 | FRT |
Federal Realty Investment Trust
This page
|
15,660 | $1,933,070 | |
| 4 | KIM |
Kimco Realty Corp
|
70,886 | $1,796,960 | |
| 5 | REG |
Regency Centers Corp
|
11,537 | $919,960 | |
| 6 | ADC |
Agree Realty Corp
|
8,042 | $609,101 | |
| 7 | CBL |
Cbl & Associates Properties Inc
|
11,283 | $599,014 | |
| 8 | SKT |
Tanger Inc.
|
14,548 | $574,209 |
All Filings in FRT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,933,070 | 15,660 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,211,537 | 11,407 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,109,001 | 11,002 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,162,127 | 11,471 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,153,748 | 12,146 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,366,056 | 13,965 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,504,943 | 13,443 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,193,733 | 10,383 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,055,237 | 10,451 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,069,911 | 10,477 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||