Proficio Capital Partners LLC

Position in FRT — Federal Realty Investment Trust

CIK 1654175 NEWTON, MA

Position in FRT

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$353,779

New position

Shares Held

2,866

first reported quarter

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#404

of 618 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Proficio Capital Partners LLC holds $1,707,244 across 4 REIT - Retail names. FRT ranks #2 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	3,483	$778,972
2	FRT	Federal Realty Investment Trust This page	2,866	$353,779
3	REG	Regency Centers Corp	3,833	$305,643
4	NNN	Nnn REIT, Inc.	5,778	$268,850

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$353,779	2,866	—	Shares	Sole	2026-08-17
No filing history on record for this holder in this stock.