Montgomery Financial Services LLC

Position in FRT — Federal Realty Investment Trust

CIK 2149844 OCEAN CITY, MD

Position in FRT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$12,344

New position

Shares Held

100

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#547

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

Montgomery Financial Services LLC holds $18,713 across 4 REIT - Retail names. FRT ranks #1 (66.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FRT	Federal Realty Investment Trust This page	100	$12,344
2	O	Realty Income Corp	50	$3,098
3	KIM	Kimco Realty Corp	100	$2,535
4	FCPT	Four Corners Property Trust, Inc.	30	$736

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,344	100	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.