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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
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

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

Elevation Wealth Partners's FRT Position: Q2 2026 in Review

Elevation Wealth Partners increased its Federal Realty Investment Trust (FRT) stake by 3,520% in Q2 2026, buying an estimated $20.5K and bringing the position to 181 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #552.

Elevation Wealth Partners first reported a position in FRT in Q4 2023 and has held it in 10 quarters since. The position peaked at $80.5K in Q3 2024. 620 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Elevation Wealth Partners held 181 shares of Federal Realty Investment Trust worth $22.3K as of Q2 2026.
  • Elevation Wealth Partners bought 176 Federal Realty Investment Trust shares in Q2 2026, an estimated $20.5K.
  • Federal Realty Investment Trust made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #552 holding.
  • Elevation Wealth Partners first reported a position in Federal Realty Investment Trust in Q4 2023 and has held it in 10 quarters since.
  • Elevation Wealth Partners's Federal Realty Investment Trust position peaked at $80.5K in Q3 2024.
  • 620 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.