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Bogart Wealth LLC’s Federal Realty Investment Trust FRT Stock Holding History

Bogart Wealth LLC’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 		$1.11K Buy
+9
New +$1.05K ﹤0.01% 1595
2023
Q1 		– Sell
-20
Closed -$2.02K – 1146
2022
Q4 		$2.02K Buy
+20
New +$2.02K ﹤0.01% 793

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's FRT Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 9 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #1595 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in FRT as recently as Q4 2022.

Bogart Wealth LLC first reported a position in FRT in Q4 2022 and has held it in 2 quarters since. The position peaked at $2.02K in Q4 2022. 623 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Bogart Wealth LLC held 9 shares of Federal Realty Investment Trust worth $1.11K as of Q2 2026.
  • Federal Realty Investment Trust was a new Bogart Wealth LLC position in Q2 2026.
  • Federal Realty Investment Trust made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1595 holding.
  • Bogart Wealth LLC first reported a position in Federal Realty Investment Trust in Q4 2022 and has held it in 2 quarters since.
  • Bogart Wealth LLC's Federal Realty Investment Trust position peaked at $2.02K in Q4 2022.
  • 623 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.