Beaird Harris Wealth Management, LLC
Position in FRT — Federal Realty Investment Trust
CIK 1908938
DALLAS, TX
Position in FRT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$10,122
+$9,516 QoQ
Shares Held
82
+1266.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#554
of 614 holders
Holding Since
Dec 2022
2 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, 2026Beaird Harris Wealth Management, LLC holds $21,073 across 2 REIT - Retail names. FRT ranks #2 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
|
432 | $10,951 | |
| 2 | FRT |
Federal Realty Investment Trust
This page
|
82 | $10,122 |
All Filings in FRT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,122 | 82 | Shares | Sole | 2026-07-08 | |
| 2022-12-31 | $606 | 6 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||