CreativeOne Wealth, LLC

Position in FRT — Federal Realty Investment Trust

CIK 1739728 OVERLAND PARK, KS

Position in FRT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,100,714

+$485 QoQ

Shares Held

8,917

-13.9% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#275

of 614 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $16,480,799 across 4 REIT - Retail names. FRT ranks #3 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	37,883	$8,472,532
2	O	Realty Income Corp	106,334	$6,588,453
3	FRT	Federal Realty Investment Trust This page	8,917	$1,100,714
4	PECO	Phillips Edison & Company, Inc.	7,667	$319,100

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,100,714	8,917	-13.9%	Shares	Sole	2026-08-13
2026-03-31	$1,100,229	10,359	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.