Bartlett & Co Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Bartlett & Co 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 Q3	$59.9K	Buy	553 +26	+5%	+$3.08K	﹤0.01%	703
2026 Q2	$65.1K	Hold	527	–	–	﹤0.01%	689
2026 Q1	$60.3K	Buy	527 +1	+0.2%	+$105	﹤0.01%	650
2025 Q4	$53K	Hold	526	–	–	﹤0.01%	658
2025 Q3	$53.3K	Buy	526 +25	+5%	+$2.42K	﹤0.01%	660
2025 Q2	$47.6K	Buy	501 +1	+0.2%	+$95	﹤0.01%	662
2025 Q1	$48.9K	Hold	500	–	–	﹤0.01%	652
2024 Q4	$56K	Hold	500	–	–	﹤0.01%	625
2024 Q3	$57.5K	Hold	500	–	–	﹤0.01%	635
2024 Q2	$51K	Hold	500	–	–	﹤0.01%	651
2024 Q1	$51.6K	Sell	500 -150	-23%	-$15.2K	﹤0.01%	659
2023 Q4	$68.5K	Hold	650	–	–	﹤0.01%	641
2023 Q3	$59.6K	Sell	650 -150	-19%	-$14.8K	﹤0.01%	630
2023 Q2	$78.3K	Buy	800 +500	+167%	+$47K	﹤0.01%	579
2023 Q1	$30K	Hold	300	–	–	﹤0.01%	645
2022 Q4	$30.6K	Hold	300	–	–	﹤0.01%	653
2022 Q3	$27.4K	Hold	300	–	–	﹤0.01%	657
2022 Q2	$29K	Hold	300	–	–	﹤0.01%	667
2022 Q1	$36.9K	Buy	+300	New	+$36.9K	﹤0.01%	636
2021 Q4	–	Sell	-300	Closed	-$35.7K	–	567
2021 Q3	$35.7K	Hold	300	–	–	﹤0.01%	552
2021 Q2	$35.5K	Sell	300 -150	-33%	-$17K	﹤0.01%	551
2021 Q1	$46.1K	Hold	450	–	–	﹤0.01%	551
2020 Q4	$38.8K	Hold	450	–	–	﹤0.01%	573
2020 Q3	$33.5K	Hold	450	–	–	﹤0.01%	546
2020 Q2	$38.8K	Hold	450	–	–	﹤0.01%	532
2020 Q1	$34K	Hold	450	–	–	﹤0.01%	524
2019 Q4	$58.4K	Hold	450	–	–	﹤0.01%	500
2019 Q3	$61.7K	Hold	450	–	–	﹤0.01%	485
2019 Q2	$58.4K	Hold	450	–	–	﹤0.01%	414
2019 Q1	$62.5K	Hold	450	–	–	﹤0.01%	390
2018 Q4	$53.6K	Hold	450	–	–	﹤0.01%	404
2018 Q3	$57.4K	Hold	450	–	–	﹤0.01%	415
2018 Q2	$57.4K	Hold	450	–	–	﹤0.01%	409
2018 Q1	$52.7K	Buy	+450	New	+$53.1K	﹤0.01%	417

Other funds holding FRT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bartlett & Co Wealth Management's FRT Position: Q3 2026 in Review

Bartlett & Co Wealth Management increased its Federal Realty Investment Trust (FRT) stake by 4.9% in Q3 2026, buying an estimated $3.08K and bringing the position to 553 shares worth $59.9K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Bartlett & Co Wealth Management first reported a position in FRT in Q1 2018 and has held it in 34 quarters since. The position peaked at $78.3K in Q2 2023. 423 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

Bartlett & Co Wealth Management held 553 shares of Federal Realty Investment Trust worth $59.9K as of Q3 2026.
Bartlett & Co Wealth Management bought 26 Federal Realty Investment Trust shares in Q3 2026, an estimated $3.08K.
Federal Realty Investment Trust made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q3 2026, its #703 holding.
Bartlett & Co Wealth Management first reported a position in Federal Realty Investment Trust in Q1 2018 and has held it in 34 quarters since.
Bartlett & Co Wealth Management's Federal Realty Investment Trust position peaked at $78.3K in Q2 2023.
423 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.