Rothwell Investment Advisors, LLC’s Federal Realty Investment Trust FRT Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio FRT Stock Details FRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.27K	Buy	+21	New	+$2.49K	﹤0.01%	1021

Other funds holding FRT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Rothwell Investment Advisors, LLC's FRT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Federal Realty Investment Trust (FRT) in Q3 2026: 21 shares worth $2.27K. The stake represents ﹤0.01% of the portfolio and ranks #1021 among its holdings.

278 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

Rothwell Investment Advisors, LLC held 21 shares of Federal Realty Investment Trust worth $2.27K as of Q3 2026.
Federal Realty Investment Trust was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Federal Realty Investment Trust made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1021 holding.
278 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.