Position in SKT
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$2,853,164
+$144,655 QoQ
Shares Held
83,966
+3.4% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SKT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Xcel Wealth Management, LLC holds $5,503,209 across 2 REIT - Retail names. SKT ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SKT |
Tanger Inc.
This page
|
83,966 | $2,853,164 | |
| 2 | FRT |
Federal Realty Investment Trust
|
24,951 | $2,650,045 |
All Filings in SKT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||