Position in FRT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,715
+$2,714 QoQ
Shares Held
22
+37.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#577
of 618 holders
Holding Since
Jun 2023
12 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, 2026Avion Wealth holds $94,049 across 14 REIT - Retail names. FRT ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
129 | $28,850 | |
| 2 | O |
Realty Income Corp
|
460 | $28,501 | |
| 3 | KIM |
Kimco Realty Corp
|
475 | $12,041 | |
| 4 | NNN |
Nnn REIT, Inc.
|
92 | $4,280 | |
| 5 | REG |
Regency Centers Corp
|
52 | $4,146 | |
| 6 | ADC |
Agree Realty Corp
|
39 | $2,953 | |
| 7 | FRT |
Federal Realty Investment Trust
This page
|
22 | $2,715 | |
| 8 | BFS |
Saul Centers, Inc.
|
65 | $2,430 |
All Filings in FRT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,715 | 22 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1 | 16 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1 | 16 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1 | 16 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,044 | 11 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $586 | 6 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $689 | 6 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $605 | 6 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1 | 6 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1 | 6 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $996 | 11 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $580 | 6 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||