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Elevation Wealth Partners’s Federal Realty Investment Trust FRT Stock Holding History

Elevation Wealth Partners’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 		$25.9K Buy
239
+58
+32% +$6.87K 0.01% 598
2026
Q2 		$22.3K Buy
181
+176
+3,520% +$20.5K 0.01% 552
2026
Q1 		$532 Buy
+5
New +$523 ﹤0.01% 1040
2025
Q4 		– Sell
-700
Closed -$70.9K – 981
2025
Q3 		$70.9K Hold
700
– – 0.03% 206
2025
Q2 		$66.5K Hold
700
– – 0.03% 207
2025
Q1 		$68.5K Hold
700
– – 0.03% 199
2024
Q4 		$78.4K Hold
700
– – 0.03% 189
2024
Q3 		$80.5K Hold
700
– – 0.03% 183
2024
Q2 		$70.7K Hold
700
– – 0.03% 187
2024
Q1 		$71.5K Hold
700
– – 0.04% 193
2023
Q4 		$63.4K Buy
+700
New +$66.1K 0.04% 190

Other funds holding FRT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Elevation Wealth Partners's FRT Position: Q3 2026 in Review

Elevation Wealth Partners increased its Federal Realty Investment Trust (FRT) stake by 32% in Q3 2026, buying an estimated $6.87K and bringing the position to 239 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #598.

Elevation Wealth Partners first reported a position in FRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $80.5K in Q3 2024. 29 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

  • Elevation Wealth Partners held 239 shares of Federal Realty Investment Trust worth $25.9K as of Q3 2026.
  • Elevation Wealth Partners bought 58 Federal Realty Investment Trust shares in Q3 2026, an estimated $6.87K.
  • Federal Realty Investment Trust made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #598 holding.
  • Elevation Wealth Partners first reported a position in Federal Realty Investment Trust in Q4 2023 and has held it in 11 quarters since.
  • Elevation Wealth Partners's Federal Realty Investment Trust position peaked at $80.5K in Q3 2024.
  • 29 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.