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Bogart Wealth, LLC

Position in FRT — Federal Realty Investment Trust

CIK 1715740 MCLEAN, VA

Position in FRT

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$1,110
-$910 QoQ
Shares Held
9
-55.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#595
of 614 holders
Holding Since
Dec 2022
2 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, 2026

Bogart Wealth, LLC holds $10,782,415 across 10 REIT - Retail names. FRT ranks #8 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
8 FRT
Federal Realty Investment Trust
This page
9 $1,110

All Filings in FRT

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,110 9
2022-12-31 $2,020 20