Planning Strategies Inc.
Position in FRT — Federal Realty Investment Trust
CIK 2139665
LANCASTER, PA
Position in FRT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$12,837
New position
Shares Held
104
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#545
of 614 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Planning Strategies Inc. holds $233,759 across 11 REIT - Retail names. FRT ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SKT |
Tanger Inc.
|
4,100 | $161,827 | |
| 2 | O |
Realty Income Corp
|
400 | $24,784 | |
| 3 | BRX |
Brixmor Property Group Inc.
|
562 | $17,719 | |
| 4 | FRT |
Federal Realty Investment Trust
This page
|
104 | $12,837 | |
| 5 | IVT |
InvenTrust Properties Corp.
|
250 | $8,850 | |
| 6 | SPG |
Simon Property Group Inc.
|
21 | $4,696 | |
| 7 | REG |
Regency Centers Corp
|
17 | $1,355 | |
| 8 | KIM |
Kimco Realty Corp
|
26 | $659 |
All Filings in FRT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,837 | 104 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||