Apollon Wealth Management, LLC

Position in FRT — Federal Realty Investment Trust

CIK 1764387 MOUNT PLEASANT, SC

Position in FRT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$596,338

+$143,884 QoQ

Shares Held

4,831

+13.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#334

of 614 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Apollon Wealth Management, LLC holds $5,399,071 across 6 REIT - Retail names. FRT ranks #3 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	10,357	$2,316,343
2	O	Realty Income Corp	21,729	$1,346,328
3	FRT	Federal Realty Investment Trust This page	4,831	$596,338
4	ADC	Agree Realty Corp	5,636	$426,870
5	KIM	Kimco Realty Corp	15,557	$394,369
6	NNN	Nnn REIT, Inc.	6,852	$318,823

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$596,338	4,831	+13.4%	Shares	Sole	2026-07-23
2026-03-31	$452,454	4,260	+13.6%	Shares	Sole	2026-04-22
2025-12-31	$378,100	3,751	+20.5%	Shares	Sole	2026-01-22
2025-09-30	$315,378	3,113	+16.2%	Shares	Sole	2025-10-17
2025-06-30	$254,478	2,679	-32.8%	Shares	Sole	2025-07-25
2025-03-31	$390,203	3,989	+25.7%	Shares	Sole	2025-05-02
2024-12-31	$355,217	3,173	+1.6%	Shares	Sole	2025-01-28
2024-09-30	$359,051	3,123	+5.6%	Shares	Sole	2024-11-05
2024-06-30	$298,467	2,956	+18.5%	Shares	Sole	2024-07-19
2024-03-31	$254,789	2,495	-23.9%	Shares	Sole	2024-05-02
2023-12-31	$338,004	3,280	-5.9%	Shares	Sole	2024-02-06
2023-09-30	$315,754	3,484	+30.8%	Shares	Sole	2023-11-14
2023-06-30	$257,795	2,664	—	Shares	Sole	2023-08-04
No filing history on record for this holder in this stock.