Position in SKT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,302,297
+$449,133 QoQ
Shares Held
83,666
-0.4% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#92
of 358 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SKT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Xcel Wealth Management, LLC holds $5,546,312 across 2 REIT - Retail names. SKT ranks #1 (59.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SKT |
Tanger Inc.
This page
|
83,666 | $3,302,297 | |
| 2 | FRT |
Federal Realty Investment Trust
|
18,179 | $2,244,015 |
All Filings in SKT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,302,297 | 83,666 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,853,164 | 83,966 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,708,509 | 81,166 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,720,262 | 80,386 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,393,985 | 78,286 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||