SOA Wealth Advisors, LLC.

Position in FRT — Federal Realty Investment Trust

CIK 1849444 NEW YORK, NY

Position in FRT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$7,282

+$6,672 QoQ

Shares Held

+1080.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#557

of 614 holders

Holding Since

Mar 2022

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

SOA Wealth Advisors, LLC. holds $188,478 across 6 REIT - Retail names. FRT ranks #4 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KRG	Kite Realty Group Trust	5,308	$150,641
2	O	Realty Income Corp	321	$19,889
3	REG	Regency Centers Corp	97	$7,734
4	FRT	Federal Realty Investment Trust This page	59	$7,282
5	ALX	Alexanders Inc	10	$2,755
6	KIM	Kimco Realty Corp	7	$177

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,282	59	+1080.0%	Shares	Sole	2026-07-21
2022-03-31	$610	5	—	Shares	Sole	2022-04-07
No filing history on record for this holder in this stock.