Naviter Wealth, LLC

SEC CIK: 0001855567
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

FRT holding history

Federal Realty Investment Trust in every 13F filed by Naviter Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FRT overview All 13F holders of FRT Full Q2 2026 holdings

Shares (Q3 2022): 0; Sold out in Q3 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2022

Holdings of FRT by Naviter Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	0	$0	0.0%	−3,817−100.0%	Sold out	Holders
Q2 2022	3,817	$369.0K	0.2%	−73−1.9%	Reduced	Holders
Q1 2022	3,890	$479.0K	0.2%	+3,890	New	Holders