Marshall Financial Group, LLC

Position in FRT — Federal Realty Investment Trust

CIK 1841496 Hunt Valley, MD

Position in FRT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,512,016

+$310,994 QoQ

Shares Held

12,249

+8.3% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#242

of 618 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Marshall Financial Group, LLC holds $3,054,031 across 3 REIT - Retail names. FRT ranks #1 (49.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FRT	Federal Realty Investment Trust This page	12,249	$1,512,016
2	SPG	Simon Property Group Inc.	5,769	$1,290,236
3	SKT	Tanger Inc.	6,379	$251,779

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,512,016	12,249	+8.3%	Shares	Sole	2026-07-20
2026-03-31	$1,201,022	11,308	-0.0%	Shares	Sole	2026-04-13
2025-12-31	$1,140,249	11,312	—	Shares	Sole	2026-01-09
No filing history on record for this holder in this stock.