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

Apollon 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
Q1 		$452K Buy
4,260
+509
+14% +$53.2K 0.01% 906
2025
Q4 		$378K Buy
3,751
+638
+20% +$62.8K 0.01% 954
2025
Q3 		$315K Buy
3,113
+434
+16% +$41.9K 0.01% 1033
2025
Q2 		$254K Sell
2,679
-1,310
-33% -$124K 0.01% 1078
2025
Q1 		$390K Buy
3,989
+816
+26% +$84.8K 0.01% 852
2024
Q4 		$355K Buy
3,173
+50
+2% +$5.65K 0.01% 882
2024
Q3 		$359K Buy
3,123
+167
+6% +$18.6K 0.01% 849
2024
Q2 		$298K Buy
2,956
+461
+18% +$46.5K 0.01% 868
2024
Q1 		$255K Sell
2,495
-785
-24% -$79.4K 0.01% 935
2023
Q4 		$338K Sell
3,280
-204
-6% -$19.3K 0.01% 790
2023
Q3 		$316K Buy
3,484
+820
+31% +$80.8K 0.02% 684
2023
Q2 		$258K Buy
+2,664
New +$250K 0.01% 784
2020
Q4 		– Sell
-14,541
Closed -$1.07M – 222
2020
Q3 		$1.07M Buy
14,541
+12,431
+589% +$980K 0.48% 47
2020
Q2 		$180K Buy
+2,110
New +$170K 0.1% 119

Other funds holding FRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Apollon Wealth Management's FRT Position: Q1 2026 in Review

Apollon Wealth Management increased its Federal Realty Investment Trust (FRT) stake by 14% in Q1 2026, buying an estimated $53.2K and bringing the position to 4,260 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #906.

Apollon Wealth Management first reported a position in FRT in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.07M in Q3 2020. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • Apollon Wealth Management held 4,260 shares of Federal Realty Investment Trust worth $452K as of Q1 2026.
  • Apollon Wealth Management bought 509 Federal Realty Investment Trust shares in Q1 2026, an estimated $53.2K.
  • Federal Realty Investment Trust made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #906 holding.
  • Apollon Wealth Management first reported a position in Federal Realty Investment Trust in Q2 2020 and has held it in 14 quarters since.
  • Apollon Wealth Management's Federal Realty Investment Trust position peaked at $1.07M in Q3 2020.
  • 556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.