Belpointe Asset Management LLC

Position in FRT — Federal Realty Investment Trust

CIK 1721242 RENO, NV

Position in FRT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,066,398

+$710,876 QoQ

Shares Held

8,639

+150.4% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#278

of 618 holders

Holding Since

Mar 2022

7 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Real Estate · as of Jun 30, 2026

Belpointe Asset Management LLC holds $4,188,961 across 5 REIT - Retail names. FRT ranks #2 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	20,055	$1,242,607
2	FRT	Federal Realty Investment Trust This page	8,639	$1,066,398
3	SPG	Simon Property Group Inc.	4,451	$995,466
4	REG	Regency Centers Corp	8,115	$647,090
5	PECO	Phillips Edison & Company, Inc.	5,704	$237,400

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,066,398	8,639	+150.4%	Shares	Other	2026-07-31
2023-12-31	$355,522	3,450	0.0%	Shares	Other	2024-02-13
2023-09-30	$312,673	3,450	0.0%	Shares	Sole	2023-11-15
2023-06-30	$333,856	3,450	-24.9%	Shares	Other	2023-08-15
2023-03-31	$454,222	4,596	+21.2%	Shares	Sole	2023-05-15
2022-12-31	$383,143	3,792	+248.2%	Shares	Sole	2023-02-08
2022-03-31	$132,934	1,089	—	Shares	Sole	2022-04-28
No filing history on record for this holder in this stock.