Dynamic Wealth Strategies
FRT icon

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
Q3 		$10.8K Hold
100
– – 0.01% 239
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% -$2.22K 0.01% 222
2023
Q4 		$8.04K Buy
+78
New +$7.36K 0.01% 210

Other funds holding FRT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dynamic Wealth Strategies's FRT Position: Q3 2026 in Review

Dynamic Wealth Strategies held its Federal Realty Investment Trust (FRT) position steady in Q3 2026 at 100 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #239.

Dynamic Wealth Strategies first reported a position in FRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $29.6K in Q1 2025. 367 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

  • Dynamic Wealth Strategies held 100 shares of Federal Realty Investment Trust worth $10.8K as of Q3 2026.
  • Dynamic Wealth Strategies left its Federal Realty Investment Trust share count unchanged in Q3 2026.
  • Federal Realty Investment Trust made up 0.01% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #239 holding.
  • Dynamic Wealth Strategies first reported a position in Federal Realty Investment Trust in Q4 2023 and has held it in 11 quarters since.
  • Dynamic Wealth Strategies's Federal Realty Investment Trust position peaked at $29.6K in Q1 2025.
  • 367 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.