Gen-Wealth Partners Inc

Position in FRT — Federal Realty Investment Trust

CIK 2023375 ZEELAND, MI

Position in FRT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$355,260

+$17,725 QoQ

Shares Held

2,878

-9.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#401

of 614 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Gen-Wealth Partners Inc holds $1,472,985 across 5 REIT - Retail names. FRT ranks #3 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	1,714	$383,336
2	O	Realty Income Corp	5,743	$355,836
3	FRT	Federal Realty Investment Trust This page	2,878	$355,260
4	ADC	Agree Realty Corp	4,245	$321,516
5	KIM	Kimco Realty Corp	2,250	$57,037

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$355,260	2,878	-9.4%	Shares	Sole	2026-08-10
2026-03-31	$337,535	3,178	+1.6%	Shares	Sole	2026-05-08
2025-12-31	$315,403	3,129	-35.2%	Shares	Sole	2026-02-13
2025-09-30	$489,124	4,828	-6.9%	Shares	Sole	2025-11-14
2025-06-30	$492,808	5,188	+4.3%	Shares	Sole	2025-08-14
2025-03-31	$486,458	4,973	-0.0%	Shares	Sole	2025-05-13
2024-12-31	$556,951	4,975	+4.3%	Shares	Sole	2025-02-14
2024-09-30	$548,636	4,772	-0.9%	Shares	Sole	2024-11-13
2024-06-30	$486,170	4,815	+11.5%	Shares	Sole	2024-08-13
2024-03-31	$440,954	4,318	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.