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Avion Wealth’s Federal Realty Investment Trust FRT Stock Holding History

Avion Wealth’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 		$2K Buy
22
+6
+38% +$698 ﹤0.01% 1058
2026
Q1 		$1K Hold
16
– – ﹤0.01% 1028
2025
Q4 		$1K Hold
16
– – ﹤0.01% 1026
2025
Q3 		$1K Buy
16
+5
+45% +$483 ﹤0.01% 1012
2025
Q2 		$1K Buy
11
+5
+83% +$473 ﹤0.01% 970
2025
Q1 		$0 Buy
+6
New +$623 ﹤0.01% 1143
2024
Q4 		– Sell
-6
Closed – – 1102
2024
Q3 		$0 Hold
6
– – ﹤0.01% 1124
2024
Q2 		$0 Hold
6
– – ﹤0.01% 1049
2024
Q1 		$1K Hold
6
– – ﹤0.01% 941
2023
Q4 		$1K Sell
6
-5
-45% -$472 ﹤0.01% 797
2023
Q3 		$0 Buy
11
+5
+83% +$493 ﹤0.01% 941
2023
Q2 		$0 Buy
+6
New +$564 ﹤0.01% 828

Other funds holding FRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Avion Wealth's FRT Position: Q2 2026 in Review

Avion Wealth increased its Federal Realty Investment Trust (FRT) stake by 38% in Q2 2026, buying an estimated $698 and bringing the position to 22 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Avion Wealth first reported a position in FRT in Q2 2023 and has held it in 12 quarters since. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Avion Wealth held 22 shares of Federal Realty Investment Trust worth $2K as of Q2 2026.
  • Avion Wealth bought 6 Federal Realty Investment Trust shares in Q2 2026, an estimated $698.
  • Federal Realty Investment Trust made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1058 holding.
  • Avion Wealth first reported a position in Federal Realty Investment Trust in Q2 2023 and has held it in 12 quarters since.
  • 621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.