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 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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return