Merit Financial Group, LLC
Position in FRT — Federal Realty Investment Trust
CIK 1621225
ALPHARETTA, GA
Position in FRT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,198,353
+$204,653 QoQ
Shares Held
9,708
+3.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#262
of 614 holders
Holding Since
Jun 2023
5 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, 2026Merit Financial Group, LLC holds $10,999,447 across 11 REIT - Retail names. FRT ranks #4 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
13,215 | $2,955,530 | |
| 2 | O |
Realty Income Corp
|
39,745 | $2,462,596 | |
| 3 | NNN |
Nnn REIT, Inc.
|
45,758 | $2,129,118 | |
| 4 | FRT |
Federal Realty Investment Trust
This page
|
9,708 | $1,198,353 | |
| 5 | REG |
Regency Centers Corp
|
7,218 | $575,561 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
13,730 | $486,039 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
9,542 | $397,137 | |
| 8 | KIM |
Kimco Realty Corp
|
10,529 | $266,908 |
All Filings in FRT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,198,353 | 9,708 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $993,700 | 9,356 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $828,071 | 8,215 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $373,428 | 3,686 | Shares | Other | 2025-11-07 | |
| 2023-06-30 | $915,734 | 9,463 | Shares | Sole | 2023-08-01 | |
| No filing history on record for this holder in this stock. | ||||||