WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in FRT — Federal Realty Investment Trust
CIK 1632972
PLYMOUTH, MN
Position in FRT
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$4,307,027
+$1,170,131 QoQ
Shares Held
40,552
+30.3% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 5.457190767409745.ToString("F0")%
Shared 0.ToString("F0")%
None 94.54280923259026.ToString("F0")%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $55,421,723 across 16 REIT - Retail names. FRT ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
460,409 | $28,167,822 | |
| 2 | SPG |
Simon Property Group Inc.
|
30,171 | $5,627,796 | |
| 3 | ADC |
Agree Realty Corp
|
57,451 | $4,330,656 | |
| 4 | FRT |
Federal Realty Investment Trust
This page
|
40,552 | $4,307,027 | |
| 5 | NNN |
Nnn REIT, Inc.
|
89,048 | $3,742,687 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
|
53,088 | $1,986,552 | |
| 7 | REG |
Regency Centers Corp
|
19,101 | $1,445,181 | |
| 8 | KIM |
Kimco Realty Corp
|
62,448 | $1,403,206 |
All Filings in FRT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||