BW
FRT icon

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

Basepoint 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 		$1.19K Hold
10
– – ﹤0.01% 555
2026
Q1 		$1.01K Buy
10
+1
+11% +$105 ﹤0.01% 581
2025
Q4 		$949 Buy
+9
New +$886 ﹤0.01% 561

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

Basepoint Wealth's FRT Position: Q2 2026 in Review

Basepoint Wealth held its Federal Realty Investment Trust (FRT) position steady in Q2 2026 at 10 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Basepoint Wealth first reported a position in FRT in Q4 2025 and has held it in 3 quarters since. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Basepoint Wealth held 10 shares of Federal Realty Investment Trust worth $1.19K as of Q2 2026.
  • Basepoint Wealth left its Federal Realty Investment Trust share count unchanged in Q2 2026.
  • Federal Realty Investment Trust made up ﹤0.01% of Basepoint Wealth's portfolio in Q2 2026, its #555 holding.
  • Basepoint Wealth first reported a position in Federal Realty Investment Trust in Q4 2025 and has held it in 3 quarters since.
  • 621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

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