Activest Wealth Management
Position in FRT — Federal Realty Investment Trust
CIK 1883134
AVENTURA, FL
Position in FRT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$24,688
+$3,446 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#529
of 614 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Activest Wealth Management holds $104,214 across 7 REIT - Retail names. FRT ranks #2 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
277 | $61,951 | |
| 2 | FRT |
Federal Realty Investment Trust
This page
|
200 | $24,688 | |
| 3 | NNN |
Nnn REIT, Inc.
|
255 | $11,865 | |
| 4 | O |
Realty Income Corp
|
66 | $4,089 | |
| 5 | REG |
Regency Centers Corp
|
14 | $1,116 | |
| 6 | KIM |
Kimco Realty Corp
|
17 | $430 | |
| 7 | ADC |
Agree Realty Corp
|
1 | $75 |
All Filings in FRT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,688 | 200 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $21,242 | 200 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $20,059 | 199 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $101 | 1 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,614 | 17 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $0 | 0 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||