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 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	$1.61K	Buy	+17	New	+$1.61K	﹤0.01%	717

Other funds holding FRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Activest Wealth Management's FRT Position: Q2 2026 in Review

Activest Wealth Management held its Federal Realty Investment Trust (FRT) position steady in Q2 2026 at 200 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Activest Wealth Management first reported a position in FRT in Q2 2025 and has held it in 5 quarters since. 622 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Activest Wealth Management held 200 shares of Federal Realty Investment Trust worth $24.7K as of Q2 2026.
Activest Wealth Management left its Federal Realty Investment Trust share count unchanged in Q2 2026.
Federal Realty Investment Trust made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #403 holding.
Activest Wealth Management first reported a position in Federal Realty Investment Trust in Q2 2025 and has held it in 5 quarters since.
622 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.