Coppell Advisory Solutions LLC

Position in FRT — Federal Realty Investment Trust

CIK 1848433 COPPELL, TX

Position in FRT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$190,467

+$18,400 QoQ

Shares Held

1,543

+0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#479

of 614 holders

Holding Since

Dec 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Coppell Advisory Solutions LLC holds $4,913,120 across 5 REIT - Retail names. FRT ranks #3 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	65,318	$4,047,102
2	SPG	Simon Property Group Inc.	5,603	$665,919
3	FRT	Federal Realty Investment Trust This page	1,543	$190,467
4	PECO	Phillips Edison & Company, Inc.	17,048	$4,979
5	NNN	Nnn REIT, Inc.	100	$4,653

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$190,467	1,543	+0.4%	Shares	Sole	2026-08-14
2024-12-31	$172,067	1,537	-5.4%	Shares	Sole	2025-02-14
2024-09-30	$186,826	1,625	-5.7%	Shares	Sole	2024-11-14
2024-06-30	$173,971	1,723	+1.5%	Shares	Sole	2024-08-15
2023-12-31	$174,875	1,697	-32.5%	Shares	Sole	2024-02-14
2023-09-30	$227,934	2,515	-0.2%	Shares	Sole	2023-11-14
2023-06-30	$243,763	2,519	-21.7%	Shares	Sole	2023-08-17
2023-03-31	$318,133	3,219	+28.0%	Shares	Sole	2023-05-19
2022-12-31	$254,115	2,515	—	Shares	Sole	2023-05-19
No filing history on record for this holder in this stock.