Quaker Wealth Management, LLC
Position in FRT — Federal Realty Investment Trust
CIK 1733472
MOORESTOWN, NJ
Position in FRT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$370
+$52 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#605
of 614 holders
Holding Since
Jun 2025
5 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, 2026Quaker Wealth Management, LLC holds $126,700 across 7 REIT - Retail names. FRT ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
1,515 | $70,492 | |
| 2 | IVT |
InvenTrust Properties Corp.
|
1,447 | $51,223 | |
| 3 | SPG |
Simon Property Group Inc.
|
10 | $2,236 | |
| 4 | O |
Realty Income Corp
|
27 | $1,672 | |
| 5 | ADC |
Agree Realty Corp
|
5 | $378 | |
| 6 | FRT |
Federal Realty Investment Trust
This page
|
3 | $370 | |
| 7 | KIM |
Kimco Realty Corp
|
13 | $329 |
All Filings in FRT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370 | 3 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $318 | 3 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $302 | 3 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $303 | 3 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $284 | 3 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||