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 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

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 $3.37T AUM 44.26% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clark Wealth Partners's FRT Position: Q2 2026 in Review

Clark Wealth Partners held its Federal Realty Investment Trust (FRT) position steady in Q2 2026 at 7 shares worth $865. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Clark Wealth Partners first reported a position in FRT in Q4 2024 and has held it in 6 quarters since. 584 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Clark Wealth Partners held 7 shares of Federal Realty Investment Trust worth $865 as of Q2 2026.
Clark Wealth Partners left its Federal Realty Investment Trust share count unchanged in Q2 2026.
Federal Realty Investment Trust made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #499 holding.
Clark Wealth Partners first reported a position in Federal Realty Investment Trust in Q4 2024 and has held it in 6 quarters since.
584 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.