Golden State Wealth Management, LLC
Position in FRT — Federal Realty Investment Trust
CIK 1776033
SANTA ANA, CA
Position in FRT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$987
+$138 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#600
of 618 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Golden State Wealth Management, LLC holds $342,790 across 3 REIT - Retail names. FRT ranks #3 (0.3% of the industry book) .
All Filings in FRT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $987 | 8 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $849 | 8 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $806 | 8 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||