Corient Private Wealth
FRT icon

Corient Private Wealth’s Federal Realty Investment Trust FRT Stock Holding History

Corient Private Wealth’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 		$1.88M Sell
18,014
-29,064
-62% -$3.04M ﹤0.01% 1307
2025
Q4 		$2.28M Buy
47,078
+40,892
+661% +$4.03M ﹤0.01% 1466
2025
Q3 		$627K Buy
6,186
+515
+9% +$49.8K ﹤0.01% 1672
2025
Q2 		$539K Buy
5,671
+204
+4% +$19.3K ﹤0.01% 1668
2025
Q1 		$535K Buy
5,467
+612
+13% +$63.6K ﹤0.01% 1562
2024
Q4 		$544K Buy
4,855
+530
+12% +$59.9K ﹤0.01% 1575
2024
Q3 		$497K Buy
4,325
+609
+16% +$68K ﹤0.01% 1731
2024
Q2 		$375K Buy
3,716
+237
+7% +$23.9K ﹤0.01% 1789
2024
Q1 		$355K Buy
3,479
+1,006
+41% +$102K ﹤0.01% 1806
2023
Q4 		$255K Sell
2,473
-567
-19% -$53.5K ﹤0.01% 1954
2023
Q3 		$276K Buy
3,040
+884
+41% +$87.1K ﹤0.01% 1787
2023
Q2 		$209K Sell
2,156
-1,067
-33% -$100K ﹤0.01% 1858
2023
Q1 		$319K Buy
+3,223
New +$337K ﹤0.01% 1582

Other funds holding FRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Corient Private Wealth's FRT Position: Q1 2026 in Review

Corient Private Wealth reduced its Federal Realty Investment Trust (FRT) stake by 62% in Q1 2026, selling an estimated $3.04M and leaving 18,014 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Corient Private Wealth first reported a position in FRT in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.28M in Q4 2025. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • Corient Private Wealth held 18,014 shares of Federal Realty Investment Trust worth $1.88M as of Q1 2026.
  • Corient Private Wealth sold 29,064 Federal Realty Investment Trust shares in Q1 2026, an estimated $3.04M.
  • Federal Realty Investment Trust made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1307 holding.
  • Corient Private Wealth first reported a position in Federal Realty Investment Trust in Q1 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's Federal Realty Investment Trust position peaked at $2.28M in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.