Physician Wealth Advisors, Inc.
Position in FRT — Federal Realty Investment Trust
CIK 1795173
MIDVALE, UT
Position in FRT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,789
+$4,559 QoQ
Shares Held
55
+161.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#559
of 614 holders
Holding Since
Sep 2025
4 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, 2026Physician Wealth Advisors, Inc. holds $203,804 across 19 REIT - Retail names. FRT ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
|
2,845 | $72,120 | |
| 2 | O |
Realty Income Corp
|
783 | $48,514 | |
| 3 | SPG |
Simon Property Group Inc.
|
114 | $25,496 | |
| 4 | ADC |
Agree Realty Corp
|
199 | $15,072 | |
| 5 | NNN |
Nnn REIT, Inc.
|
164 | $7,630 | |
| 6 | FRT |
Federal Realty Investment Trust
This page
|
55 | $6,789 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
175 | $5,517 | |
| 8 | PINE |
Alpine Income Property Trust, Inc.
|
250 | $5,190 |
All Filings in FRT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,789 | 55 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,230 | 21 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,116 | 21 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,620 | 16 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||