CREATIVE FINANCIAL DESIGNS INC /ADV

Position in FRT — Federal Realty Investment Trust

CIK 819864 KOKOMO, IN

Position in FRT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$506,227

+$75,121 QoQ

Shares Held

4,101

+1.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#349

of 614 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,048,980 across 9 REIT - Retail names. FRT ranks #1 (48.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FRT	Federal Realty Investment Trust This page	4,101	$506,227
2	O	Realty Income Corp	4,590	$284,396
3	SPG	Simon Property Group Inc.	332	$74,251
4	REG	Regency Centers Corp	783	$62,436
5	ADC	Agree Realty Corp	718	$54,381
6	KIM	Kimco Realty Corp	1,611	$40,838
7	IVT	InvenTrust Properties Corp.	491	$17,381
8	PECO	Phillips Edison & Company, Inc.	141	$5,868

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$506,227	4,101	+1.0%	Shares	Sole	2026-07-28
2026-03-31	$431,106	4,059	+403.6%	Shares	Sole	2026-04-13
2025-12-31	$81,244	806	-37.2%	Shares	Sole	2026-02-06
2025-09-30	$130,082	1,284	-79.9%	Shares	Sole	2025-11-12
2025-06-30	$607,556	6,396	-1.7%	Shares	Sole	2025-08-04
2025-03-31	$636,416	6,506	+8.4%	Shares	Sole	2025-04-23
2024-12-31	$672,147	6,004	-3.8%	Shares	Sole	2025-02-10
2024-09-30	$717,412	6,240	+7.3%	Shares	Sole	2024-10-28
2024-06-30	$587,039	5,814	+9.1%	Shares	Sole	2024-08-06
2024-03-31	$544,401	5,331	+161.6%	Shares	Sole	2024-05-01
2023-12-31	$210,015	2,038	+113.9%	Shares	Sole	2024-01-10
2023-09-30	$86,370	953	+4438.1%	Shares	Sole	2023-11-14
2022-03-31	$2,563	21	—	Shares	Sole	2022-04-15
No filing history on record for this holder in this stock.