Provenance Wealth Advisors, LLC

Position in FRT — Federal Realty Investment Trust

CIK 2081584 FORT LAUDERDALE, FL

Position in FRT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$617

New position

Shares Held

5

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#601

of 614 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Provenance Wealth Advisors, LLC holds $3,142 across 4 REIT - Retail names. FRT ranks #3 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADC	Agree Realty Corp	15	$1,136
2	SPG	Simon Property Group Inc.	4	$894
3	FRT	Federal Realty Investment Trust This page	5	$617
4	O	Realty Income Corp	8	$495

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$617	5	—	Shares	Sole	2026-07-24
No filing history on record for this holder in this stock.