Clark Wealth Partners
FRT icon

Clark Wealth Partners’s Federal Realty Investment Trust FRT Stock Holding History

Clark Wealth Partners’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
Q3 		$1.19K Buy
11
+4
+57% +$473 ﹤0.01% 780
2026
Q2 		$865 Hold
7
– – ﹤0.01% 499
2026
Q1 		$744 Buy
7
+3
+75% +$314 ﹤0.01% 549
2025
Q4 		$403 Hold
4
– – ﹤0.01% 534
2025
Q3 		$403 Buy
+4
New +$387 ﹤0.01% 534
2025
Q2 		– Sell
-4
Closed -$391 – 572
2025
Q1 		$391 Hold
4
– – ﹤0.01% 494
2024
Q4 		$448 Buy
+4
New +$452 ﹤0.01% 487

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State Street
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Vanguard Capital Management
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Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Clark Wealth Partners's FRT Position: Q3 2026 in Review

Clark Wealth Partners increased its Federal Realty Investment Trust (FRT) stake by 57% in Q3 2026, buying an estimated $473 and bringing the position to 11 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Clark Wealth Partners first reported a position in FRT in Q4 2024 and has held it in 7 quarters since. 501 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

  • Clark Wealth Partners held 11 shares of Federal Realty Investment Trust worth $1.19K as of Q3 2026.
  • Clark Wealth Partners bought 4 Federal Realty Investment Trust shares in Q3 2026, an estimated $473.
  • Federal Realty Investment Trust made up ﹤0.01% of Clark Wealth Partners's portfolio in Q3 2026, its #780 holding.
  • Clark Wealth Partners first reported a position in Federal Realty Investment Trust in Q4 2024 and has held it in 7 quarters since.
  • 501 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.