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EP Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History

EP Wealth Advisors’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 		$406K Buy
+3,291
New +$383K ﹤0.01% 1127

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

EP Wealth Advisors's FRT Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 3,291 shares worth $406K. The stake represents ﹤0.01% of the portfolio and ranks #1127 among its holdings.

620 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • EP Wealth Advisors held 3,291 shares of Federal Realty Investment Trust worth $406K as of Q2 2026.
  • Federal Realty Investment Trust was a new EP Wealth Advisors position in Q2 2026.
  • Federal Realty Investment Trust made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1127 holding.
  • 620 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.