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
Q2 		$3.71M Buy
30,027
+12,013
+67% +$1.4M 0.01% 1022
2026
Q1 		$1.88M Buy
18,014
+6,814
+61% +$712K ﹤0.01% 1307
2025
Q4 		$1.13M Buy
11,200
+5,014
+81% +$494K ﹤0.01% 1455
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 $6.73T AUM 46.02% 1-Year Est. Return
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

Corient Private Wealth's FRT Position: Q2 2026 in Review

Corient Private Wealth increased its Federal Realty Investment Trust (FRT) stake by 67% in Q2 2026, buying an estimated $1.4M and bringing the position to 30,027 shares worth $3.71M. The position accounts for 0.01% of the portfolio, ranked #1022.

Corient Private Wealth first reported a position in FRT in Q1 2023 and has held it in 14 quarters since. 622 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Corient Private Wealth held 30,027 shares of Federal Realty Investment Trust worth $3.71M as of Q2 2026.
  • Corient Private Wealth bought 12,013 Federal Realty Investment Trust shares in Q2 2026, an estimated $1.4M.
  • Federal Realty Investment Trust made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1022 holding.
  • Corient Private Wealth first reported a position in Federal Realty Investment Trust in Q1 2023 and has held it in 14 quarters since.
  • 622 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.