XML Financial, LLC

Position in FRT — Federal Realty Investment Trust

CIK 1800465 BETHESDA, MD

Position in FRT

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

Position Value

$315,265

+$12,036 QoQ

Shares Held

2,554

-10.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#417

of 614 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

XML Financial, LLC holds $1,100,425 across 3 REIT - Retail names. FRT ranks #2 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	7,944	$492,210
2	FRT	Federal Realty Investment Trust This page	2,554	$315,265
3	BFS	Saul Centers, Inc.	7,835	$292,950

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$315,265	2,554	-10.5%	Shares	Sole	2026-07-24
2026-03-31	$303,229	2,855	+10.4%	Shares	Sole	2026-04-16
2025-12-31	$260,568	2,585	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.