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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
Q2 		$154K Hold
1,251
– – ﹤0.01% 397
2026
Q1 		$133K Buy
+1,251
New +$131K ﹤0.01% 399

Other funds holding FRT

BlackRock
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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

Cassaday & Co Wealth Management's FRT Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Federal Realty Investment Trust (FRT) position steady in Q2 2026 at 1,251 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Cassaday & Co Wealth Management first reported a position in FRT in Q1 2026 and has held it in 2 quarters since. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,251 shares of Federal Realty Investment Trust worth $154K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Federal Realty Investment Trust share count unchanged in Q2 2026.
  • Federal Realty Investment Trust made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #397 holding.
  • Cassaday & Co Wealth Management first reported a position in Federal Realty Investment Trust in Q1 2026 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 Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.