MISSION WEALTH MANAGEMENT, LP
Position in FRT — Federal Realty Investment Trust
CIK 1645382
Santa Barbara, CA
Position in FRT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$551,529
+$320,095 QoQ
Shares Held
4,468
+122.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#341
of 614 holders
Holding Since
Sep 2024
2 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, 2026MISSION WEALTH MANAGEMENT, LP holds $1,799,433 across 3 REIT - Retail names. FRT ranks #3 (30.7% of the industry book) .
All Filings in FRT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,529 | 4,468 | Shares | Sole | 2026-07-20 | |
| 2024-09-30 | $231,434 | 2,013 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||