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Trajan Wealth LLC

SEC CIK
0001934415
Latest filing
Aug 13, 2026

FRT holding history

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

FRT overviewAll 13F holders of FRTFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q3 2024
Holdings of FRT by Trajan Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−1,873−100.0%Sold outHolders
Q4 20241,873$209.7K<0.1%+74+4.1%AddedHolders
Q3 20241,799$206.8K<0.1%+1,799NewHolders