Lifeworks Advisors, LLC
Position in FRT — Federal Realty Investment Trust
CIK 1882132
GRAND RAPIDS, MI
Position in FRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$342,792
New position
Shares Held
2,777
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#406
of 618 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Lifeworks Advisors, LLC holds $715,543 across 2 REIT - Retail names. FRT ranks #2 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
6,016 | $372,751 | |
| 2 | FRT |
Federal Realty Investment Trust
This page
|
2,777 | $342,792 |
All Filings in FRT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,792 | 2,777 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||