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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

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

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. 621 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.
  • 621 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.