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Dogwood Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Dogwood Wealth Management’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 		$14.4K Buy
117
+15
+15% +$1.75K 0.01% 313
2026
Q1 		$10.8K Buy
102
+10
+11% +$1.04K ﹤0.01% 328
2025
Q4 		$9.27K Buy
92
+57
+163% +$5.61K ﹤0.01% 305
2025
Q3 		$3.55K Sell
35
-40
-53% -$3.87K ﹤0.01% 449
2025
Q2 		$7.06K Buy
+75
New +$7.09K ﹤0.01% 347

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 $3.38T AUM 44.17% 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

Dogwood Wealth Management's FRT Position: Q2 2026 in Review

Dogwood Wealth Management increased its Federal Realty Investment Trust (FRT) stake by 15% in Q2 2026, buying an estimated $1.75K and bringing the position to 117 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #313.

Dogwood Wealth Management first reported a position in FRT in Q2 2025 and has held it in 5 quarters since. 623 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Dogwood Wealth Management held 117 shares of Federal Realty Investment Trust worth $14.4K as of Q2 2026.
  • Dogwood Wealth Management bought 15 Federal Realty Investment Trust shares in Q2 2026, an estimated $1.75K.
  • Federal Realty Investment Trust made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #313 holding.
  • Dogwood Wealth Management first reported a position in Federal Realty Investment Trust in Q2 2025 and has held it in 5 quarters since.
  • 623 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.