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Empirical Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Empirical Wealth Management’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 		$683K Buy
5,537
+1,990
+56% +$232K 0.01% 537
2026
Q1 		$377K Buy
+3,547
New +$371K 0.01% 690

Other funds holding FRT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Empirical Wealth Management's FRT Position: Q2 2026 in Review

Empirical Wealth Management increased its Federal Realty Investment Trust (FRT) stake by 56% in Q2 2026, buying an estimated $232K and bringing the position to 5,537 shares worth $683K. The position accounts for 0.01% of the portfolio, ranked #537.

Empirical Wealth Management first reported a position in FRT in Q1 2026 and has held it in 2 quarters since. 241 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Empirical Wealth Management held 5,537 shares of Federal Realty Investment Trust worth $683K as of Q2 2026.
  • Empirical Wealth Management bought 1,990 Federal Realty Investment Trust shares in Q2 2026, an estimated $232K.
  • Federal Realty Investment Trust made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #537 holding.
  • Empirical Wealth Management first reported a position in Federal Realty Investment Trust in Q1 2026 and has held it in 2 quarters since.
  • 241 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.