Larson Financial Group LLC

Position in FRT — Federal Realty Investment Trust

CIK 1731061 ST LOUIS, MO

Position in FRT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$132,944

+$75,379 QoQ

Shares Held

1,077

+98.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#488

of 614 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Larson Financial Group LLC holds $2,229,091 across 24 REIT - Retail names. FRT ranks #6 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	3,430	$767,119
2	O	Realty Income Corp	7,558	$468,293
3	NNN	Nnn REIT, Inc.	4,647	$216,224
4	REG	Regency Centers Corp	2,142	$170,803
5	PECO	Phillips Edison & Company, Inc.	3,232	$134,515
6	FRT	Federal Realty Investment Trust This page	1,077	$132,944
7	ADC	Agree Realty Corp	1,335	$101,112
8	KRG	Kite Realty Group Trust	2,724	$77,307

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$132,944	1,077	+98.7%	Shares	Sole	2026-08-14
2026-03-31	$57,565	542	-11.7%	Shares	Sole	2026-05-15
2025-12-31	$61,891	614	-54.3%	Shares	Sole	2026-02-06
2025-09-30	$136,059	1,343	+1480.0%	Shares	Sole	2025-11-14
2025-06-30	$8,074	85	-58.5%	Shares	Sole	2025-08-08
2025-03-31	$20,053	205	-10.5%	Shares	Sole	2025-05-02
2024-12-31	$25,636	229	+12.3%	Shares	Sole	2025-02-07
2024-09-30	$23,453	204	+2.5%	Shares	Sole	2024-11-12
2024-06-30	$20,093	199	-4.3%	Shares	Sole	2024-08-02
2024-03-31	$21,240	208	-5.9%	Shares	Sole	2024-05-03
2023-12-31	$22,774	221	-48.2%	Shares	Sole	2024-02-01
2023-09-30	$38,699	427	-86.8%	Shares	Sole	2023-11-03
2023-06-30	$312,470	3,229	+1.6%	Shares	Sole	2023-08-03
2023-03-31	$313,982	3,177	-0.1%	Shares	Sole	2023-05-04
2022-12-31	$321,206	3,179	+0.1%	Shares	Sole	2023-02-03
2022-09-30	$286,311	3,177	—	Shares	Sole	2022-11-03
No filing history on record for this holder in this stock.