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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
Q1 		$1.1M Buy
+10,359
New +$1.08M 0.03% 541

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

CreativeOne Wealth's FRT Position: Q1 2026 in Review

CreativeOne Wealth opened a new position in Federal Realty Investment Trust (FRT) in Q1 2026: 10,359 shares worth $1.1M. The stake represents 0.03% of the portfolio and ranks #541 among its holdings.

556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • CreativeOne Wealth held 10,359 shares of Federal Realty Investment Trust worth $1.1M as of Q1 2026.
  • Federal Realty Investment Trust was a new CreativeOne Wealth position in Q1 2026.
  • Federal Realty Investment Trust made up 0.03% of CreativeOne Wealth's portfolio in Q1 2026, its #541 holding.
  • 556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

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