WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in FRT — Federal Realty Investment Trust
CIK 1632972
PLYMOUTH, MN
Position in FRT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,389,254
+$2,082,227 QoQ
Shares Held
51,760
+27.6% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#138
of 618 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $113,451,084 across 19 REIT - Retail names. FRT ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
750,135 | $46,478,364 | |
| 2 | SPG |
Simon Property Group Inc.
|
100,720 | $22,526,028 | |
| 3 | NNN |
Nnn REIT, Inc.
|
221,559 | $10,309,140 | |
| 4 | REG |
Regency Centers Corp
|
116,273 | $9,271,609 | |
| 5 | FRT |
Federal Realty Investment Trust
This page
|
51,760 | $6,389,254 | |
| 6 | ADC |
Agree Realty Corp
|
72,786 | $5,512,811 | |
| 7 | KIM |
Kimco Realty Corp
|
141,107 | $3,577,062 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
60,657 | $2,524,544 |
All Filings in FRT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,389,254 | 51,760 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,307,027 | 40,552 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,136,896 | 31,120 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,599,786 | 15,791 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $548,092 | 5,770 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $278,004 | 2,842 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $365,292 | 3,263 | Shares | Sole | 2025-03-17 | |
| No filing history on record for this holder in this stock. | ||||||