Activest Wealth Management
FRT icon

Activest Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Activest Wealth Management’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 		$21.7K Hold
200
– – ﹤0.01% 428
2026
Q2 		$24.7K Hold
200
– – ﹤0.01% 403
2026
Q1 		$21.2K Buy
200
+1
+0.5% +$105 ﹤0.01% 514
2025
Q4 		$20.1K Buy
199
+198
+19,800% +$19.5K ﹤0.01% 514
2025
Q3 		$101 Sell
1
-16
-94% -$1.55K ﹤0.01% 1060
2025
Q2 		$1.62K Buy
+17
New +$1.61K ﹤0.01% 717

Other funds holding FRT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Activest Wealth Management's FRT Position: Q3 2026 in Review

Activest Wealth Management held its Federal Realty Investment Trust (FRT) position steady in Q3 2026 at 200 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Activest Wealth Management first reported a position in FRT in Q2 2025 and has held it in 6 quarters since. The position peaked at $24.7K in Q2 2026. 311 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

  • Activest Wealth Management held 200 shares of Federal Realty Investment Trust worth $21.7K as of Q3 2026.
  • Activest Wealth Management left its Federal Realty Investment Trust share count unchanged in Q3 2026.
  • Federal Realty Investment Trust made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #428 holding.
  • Activest Wealth Management first reported a position in Federal Realty Investment Trust in Q2 2025 and has held it in 6 quarters since.
  • Activest Wealth Management's Federal Realty Investment Trust position peaked at $24.7K in Q2 2026.
  • 311 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.