Cassaday & Co Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Cassaday & Co 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 Q1	$133K	Buy	+1,251	New	+$131K	﹤0.01%	399

Other funds holding FRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Cassaday & Co Wealth Management's FRT Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Federal Realty Investment Trust (FRT) in Q1 2026: 1,251 shares worth $133K. The stake represents ﹤0.01% of the portfolio and ranks #399 among its holdings.

556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

Cassaday & Co Wealth Management held 1,251 shares of Federal Realty Investment Trust worth $133K as of Q1 2026.
Federal Realty Investment Trust was a new Cassaday & Co Wealth Management position in Q1 2026.
Federal Realty Investment Trust made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #399 holding.
556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.