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

Argonautica Private 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	$4.14M	Sell	33,577 -1,359	-4%	-$158K	1.01%	24
2026 Q1	$3.71M	Sell	34,936 -352	-1%	-$36.8K	1.12%	21
2025 Q4	$3.56M	Sell	35,288 -1,285	-4%	-$127K	1.04%	24
2025 Q3	$3.71M	Sell	36,573 -64	-0.2%	-$6.19K	1.08%	20
2025 Q2	$3.48M	Buy	+36,637	New	+$3.46M	1.1%	23
2023 Q3	–	Sell	-2,388	Closed	-$231K	–	186
2023 Q2	$231K	Buy	2,388 +151	+7%	+$14.2K	0.1%	176
2023 Q1	$221K	Buy	+2,237	New	+$234K	0.11%	150

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

Argonautica Private Wealth Management's FRT Position: Q2 2026 in Review

Argonautica Private Wealth Management reduced its Federal Realty Investment Trust (FRT) stake by 3.9% in Q2 2026, selling an estimated $158K and leaving 33,577 shares worth $4.14M. The position accounts for 1.01% of the portfolio, ranked #24.

Argonautica Private Wealth Management first reported a position in FRT in Q1 2023 and has held it in 7 quarters since. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Argonautica Private Wealth Management held 33,577 shares of Federal Realty Investment Trust worth $4.14M as of Q2 2026.
Argonautica Private Wealth Management sold 1,359 Federal Realty Investment Trust shares in Q2 2026, an estimated $158K.
Federal Realty Investment Trust made up 1.01% of Argonautica Private Wealth Management's portfolio in Q2 2026, its #24 holding.
Argonautica Private Wealth Management first reported a position in Federal Realty Investment Trust in Q1 2023 and has held it in 7 quarters since.
621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.