Benjamin Edwards Inc’s Federal Realty Investment Trust FRT Stock Holding History

Benjamin Edwards Inc’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	$828K	Sell	6,711 -1,102	-14%	-$128K	0.01%	869
2026 Q1	$830K	Sell	7,813 -104	-1%	-$10.9K	0.01%	825
2025 Q4	$798K	Sell	7,917 -52	-0.7%	-$5.12K	0.01%	790
2025 Q3	$807K	Buy	7,969 +285	+4%	+$27.5K	0.01%	766
2025 Q2	$730K	Buy	7,684 +962	+14%	+$90.9K	0.01%	727
2025 Q1	$658K	Buy	6,722 +43	+0.6%	+$4.47K	0.01%	713
2024 Q4	$748K	Buy	6,679 +181	+3%	+$20.5K	0.01%	705
2024 Q3	$747K	Buy	+6,498	New	+$725K	0.01%	674

Other funds holding FRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Benjamin Edwards Inc's FRT Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Federal Realty Investment Trust (FRT) stake by 14% in Q2 2026, selling an estimated $128K and leaving 6,711 shares worth $828K. The position accounts for 0.01% of the portfolio, ranked #869.

Benjamin Edwards Inc first reported a position in FRT in Q3 2024 and has held it in 8 quarters since. The position peaked at $830K in Q1 2026. 623 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Benjamin Edwards Inc held 6,711 shares of Federal Realty Investment Trust worth $828K as of Q2 2026.
Benjamin Edwards Inc sold 1,102 Federal Realty Investment Trust shares in Q2 2026, an estimated $128K.
Federal Realty Investment Trust made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #869 holding.
Benjamin Edwards Inc first reported a position in Federal Realty Investment Trust in Q3 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's Federal Realty Investment Trust position peaked at $830K in Q1 2026.
623 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.