Xcel Wealth Management, LLC

Position in FRT — Federal Realty Investment Trust

CIK 1791002 Holly Hill, FL

Position in FRT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,244,015

-$406,030 QoQ

Shares Held

18,179

-27.1% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#205

of 619 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Xcel Wealth Management, LLC holds $5,546,312 across 2 REIT - Retail names. FRT ranks #2 (40.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SKT	Tanger Inc.	83,666	$3,302,297
2	FRT	Federal Realty Investment Trust This page	18,179	$2,244,015

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,244,015	18,179	-27.1%	Shares	Sole	2026-07-24
2026-03-31	$2,650,045	24,951	-20.9%	Shares	Sole	2026-04-21
2025-12-31	$3,180,744	31,555	-12.5%	Shares	Sole	2026-01-26
2025-09-30	$3,655,568	36,083	-0.9%	Shares	Sole	2025-10-29
2025-06-30	$3,457,920	36,403	-0.7%	Shares	Sole	2025-07-15
2025-03-31	$3,587,059	36,670	-1.5%	Shares	Sole	2025-04-28
2024-12-31	$4,168,458	37,235	+0.0%	Shares	Sole	2025-02-05
2024-09-30	$4,279,988	37,227	-7.1%	Shares	Sole	2024-10-21
2024-06-30	$4,047,584	40,087	-0.3%	Shares	Sole	2024-07-23
2024-03-31	$4,104,202	40,190	-1.4%	Shares	Sole	2024-04-22
2023-12-31	$4,200,833	40,765	-0.6%	Shares	Sole	2024-01-29
2023-09-30	$3,716,917	41,012	-2.6%	Shares	Sole	2023-10-17
2023-06-30	$4,072,758	42,087	+4.0%	Shares	Sole	2023-07-26
2023-03-31	$4,000,341	40,477	+6.9%	Shares	Sole	2023-04-26
2022-12-31	$3,826,586	37,872	+7.5%	Shares	Sole	2023-02-15
2022-09-30	$3,174,206	35,222	+2034.7%	Shares	Sole	2022-10-20
2022-03-31	$201,415	1,650	—	Shares	Sole	2022-04-29
No filing history on record for this holder in this stock.