Position in FRT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$745,454
+$155,246 QoQ
Shares Held
6,039
+8.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#316
of 614 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026HB Wealth Management, LLC holds $10,266,663 across 10 REIT - Retail names. FRT ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
67,959 | $4,210,739 | |
| 2 | SPG |
Simon Property Group Inc.
|
8,313 | $1,859,202 | |
| 3 | NNN |
Nnn REIT, Inc.
|
28,943 | $1,346,717 | |
| 4 | FRT |
Federal Realty Investment Trust
This page
|
6,039 | $745,454 | |
| 5 | KIM |
Kimco Realty Corp
|
18,980 | $481,143 | |
| 6 | SKT |
Tanger Inc.
|
9,958 | $393,042 | |
| 7 | KRG |
Kite Realty Group Trust
|
12,864 | $365,080 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
10,329 | $344,575 |
All Filings in FRT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,454 | 6,039 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $590,208 | 5,557 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $452,894 | 4,493 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||