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Beaird Harris Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Beaird Harris 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 		$10.1K Buy
+82
New +$9.54K ﹤0.01% 394
2023
Q1 		– Sell
-6
Closed -$606 – 574
2022
Q4 		$606 Buy
+6
New +$608 ﹤0.01% 685

Other funds holding FRT

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Beaird Harris Wealth Management's FRT Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 82 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #394 among its holdings. This is a return to the name: Beaird Harris Wealth Management previously reported a position in FRT as recently as Q4 2022.

Beaird Harris Wealth Management first reported a position in FRT in Q4 2022 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Beaird Harris Wealth Management held 82 shares of Federal Realty Investment Trust worth $10.1K as of Q2 2026.
  • Federal Realty Investment Trust was a new Beaird Harris Wealth Management position in Q2 2026.
  • Federal Realty Investment Trust made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #394 holding.
  • Beaird Harris Wealth Management first reported a position in Federal Realty Investment Trust in Q4 2022 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.