PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in FRT — Federal Realty Investment Trust
CIK 2145782
WALTHAM, MA
Position in FRT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$114,799
+$16,768 QoQ
Shares Held
930
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#495
of 614 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $167,817 across 2 REIT - Retail names. FRT ranks #1 (68.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
This page
|
930 | $114,799 | |
| 2 | ADC |
Agree Realty Corp
|
700 | $53,018 |
All Filings in FRT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,799 | 930 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $98,031 | 923 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $89,913 | 892 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $89,659 | 885 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $42,365 | 446 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $41,377 | 423 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||