Pinnacle Wealth Management Advisory Group, LLC
Position in FRT — Federal Realty Investment Trust
CIK 1631864
RED BANK, NJ
Position in FRT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$263,667
+$22,889 QoQ
Shares Held
2,136
-5.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#443
of 618 holders
Holding Since
Dec 2025
3 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, 2026Pinnacle Wealth Management Advisory Group, LLC holds $1,663,837 across 3 REIT - Retail names. FRT ranks #2 (15.8% of the industry book) .
All Filings in FRT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,667 | 2,136 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $240,778 | 2,267 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $226,396 | 2,246 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||