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Dynamic Wealth Strategies’s Federal Realty Investment Trust FRT Stock Holding History

Dynamic Wealth Strategies’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 		$12.3K Hold
100
– – 0.01% 224
2026
Q1 		$10.6K Sell
100
-56
-36% -$5.85K 0.01% 224
2025
Q4 		$15.7K Hold
156
– – 0.01% 185
2025
Q3 		$15.8K Hold
156
– – 0.01% 181
2025
Q2 		$14.8K Sell
156
-147
-49% -$13.9K 0.01% 181
2025
Q1 		$29.6K Buy
+303
New +$31.5K 0.02% 161
2024
Q4 		– Sell
-125
Closed -$14K – 127
2024
Q3 		$14K Buy
125
+69
+123% +$7.7K 0.01% 182
2024
Q2 		$6K Hold
56
– – 0.01% 217
2024
Q1 		$6K Sell
56
-22
-28% -$2.23K 0.01% 222
2023
Q4 		$8.04K Buy
+78
New +$7.36K 0.01% 210

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

Dynamic Wealth Strategies's FRT Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Federal Realty Investment Trust (FRT) position steady in Q2 2026 at 100 shares worth $12.3K. The position accounts for 0.01% of the portfolio, ranked #224.

Dynamic Wealth Strategies first reported a position in FRT in Q4 2023 and has held it in 10 quarters since. The position peaked at $29.6K in Q1 2025. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Dynamic Wealth Strategies held 100 shares of Federal Realty Investment Trust worth $12.3K as of Q2 2026.
  • Dynamic Wealth Strategies left its Federal Realty Investment Trust share count unchanged in Q2 2026.
  • Federal Realty Investment Trust made up 0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #224 holding.
  • Dynamic Wealth Strategies first reported a position in Federal Realty Investment Trust in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's Federal Realty Investment Trust position peaked at $29.6K in Q1 2025.
  • 621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.