New Insight Wealth Advisors

Position in FRT — Federal Realty Investment Trust

CIK 2022328 SAN RAMON, CA

Position in FRT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,152,645

+$533,009 QoQ

Shares Held

33,641

-1.3% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

3.92%

of 13F equity value

Holder Rank

#161

of 614 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Real Estate · as of Jun 30, 2026

New Insight Wealth Advisors holds $10,144,987 across 4 REIT - Retail names. FRT ranks #1 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FRT	Federal Realty Investment Trust This page	33,641	$4,152,645
2	SPG	Simon Property Group Inc.	16,025	$3,583,991
3	O	Realty Income Corp	35,602	$2,205,899
4	NNN	Nnn REIT, Inc.	4,351	$202,452

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,152,645	33,641	-1.3%	Shares	Sole	2026-07-28
2026-03-31	$3,619,636	34,080	+10.9%	Shares	Sole	2026-05-08
2025-12-31	$3,098,188	30,736	+110.4%	Shares	Sole	2026-02-17
2025-09-30	$1,480,240	14,611	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.