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CreativeOne Wealth’s Federal Realty Investment Trust FRT Stock Holding History

CreativeOne 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 		$1.1M Sell
8,917
-1,442
-14% -$168K 0.02% 547
2026
Q1 		$1.1M Buy
+10,359
New +$1.08M 0.03% 541

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

CreativeOne Wealth's FRT Position: Q2 2026 in Review

CreativeOne Wealth reduced its Federal Realty Investment Trust (FRT) stake by 14% in Q2 2026, selling an estimated $168K and leaving 8,917 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #547.

CreativeOne Wealth 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.

  • CreativeOne Wealth held 8,917 shares of Federal Realty Investment Trust worth $1.1M as of Q2 2026.
  • CreativeOne Wealth sold 1,442 Federal Realty Investment Trust shares in Q2 2026, an estimated $168K.
  • Federal Realty Investment Trust made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #547 holding.
  • CreativeOne Wealth 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 CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.