Arkadios Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Arkadios Wealth Advisors’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	$240K	Buy	+1,947	New	+$227K	﹤0.01%	1534
2021 Q4	–	Sell	-550	Closed	-$64K	–	1012
2021 Q3	$64K	Buy	550 +51	+10%	+$6.04K	0.01%	805
2021 Q2	$58K	Buy	499 +320	+179%	+$36.3K	0.01%	873
2021 Q1	$18K	Buy	+179	New	+$17.3K	﹤0.01%	1003
2020 Q2	–	Sell	-12	Closed	-$895	–	1015
2020 Q1	$895	Hold	12	–	–	﹤0.01%	976
2019 Q4	$1.5K	Buy	+12	New	+$1.59K	﹤0.01%	847

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

Arkadios Wealth Advisors's FRT Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 1,947 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #1534 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in FRT as recently as Q3 2021.

Arkadios Wealth Advisors first reported a position in FRT in Q4 2019 and has held it in 6 quarters since. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Arkadios Wealth Advisors held 1,947 shares of Federal Realty Investment Trust worth $240K as of Q2 2026.
Federal Realty Investment Trust was a new Arkadios Wealth Advisors position in Q2 2026.
Federal Realty Investment Trust made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1534 holding.
Arkadios Wealth Advisors first reported a position in Federal Realty Investment Trust in Q4 2019 and has held it in 6 quarters since.
621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.