PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Position in FRT — Federal Realty Investment Trust
CIK 1989941
LEAWOOD, KS
Position in FRT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,862,646
+$1,388,477 QoQ
Shares Held
55,595
+7.9% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
2.00%
of 13F equity value
Holder Rank
#133
of 614 holders
Holding Since
Jun 2025
5 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, 2026PREVAIL INNOVATIVE WEALTH ADVISORS, LLC holds $6,862,646 across 1 REIT - Retail name. FRT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
This page
|
55,595 | $6,862,646 |
All Filings in FRT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,862,646 | 55,595 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,474,169 | 51,541 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,882,348 | 48,436 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,693,489 | 46,328 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,530,588 | 37,168 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||