Position in FRT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,234
+$172 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#595
of 618 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, 2026Basepoint Wealth LLC holds $113,506 across 2 REIT - Retail names. FRT ranks #2 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
502 | $112,272 | |
| 2 | FRT |
Federal Realty Investment Trust
This page
|
10 | $1,234 |
All Filings in FRT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,234 | 10 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,062 | 10 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $907 | 9 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||