EWA
FRT icon

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

EverSource 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
Q1 		$293K Buy
2,756
+436
+19% +$45.6K 0.01% 857
2025
Q4 		$234K Buy
2,320
+1,272
+121% +$125K 0.01% 875
2025
Q3 		$106K Buy
1,048
+358
+52% +$34.6K ﹤0.01% 1250
2025
Q2 		$65.5K Buy
690
+109
+19% +$10.3K ﹤0.01% 1449
2025
Q1 		$56.8K Buy
581
+71
+14% +$7.38K ﹤0.01% 1176
2024
Q4 		$57.1K Sell
510
-35
-6% -$3.96K ﹤0.01% 1133
2024
Q3 		$62.7K Hold
545
– – ﹤0.01% 974
2024
Q2 		$60.9K Buy
545
+3
+0.6% +$303 ﹤0.01% 1001
2024
Q1 		$56.5K Buy
542
+252
+87% +$25.5K ﹤0.01% 927
2023
Q4 		$29.9K Sell
290
-214
-42% -$20.2K ﹤0.01% 1087
2023
Q3 		$45.7K Hold
504
– – ﹤0.01% 845
2023
Q2 		$48.8K Buy
504
+114
+29% +$10.7K 0.01% 846
2023
Q1 		$38.5K Hold
390
– – ﹤0.01% 878
2022
Q4 		$39.4K Buy
390
+347
+807% +$35.1K 0.01% 848
2022
Q3 		$4K Hold
43
– – ﹤0.01% 1435
2022
Q2 		$5K Buy
43
+16
+59% +$1.8K ﹤0.01% 1260
2022
Q1 		$3K Hold
27
– – ﹤0.01% 1414
2021
Q4 		$4K Buy
+27
New +$3.42K ﹤0.01% 1327

Other funds holding FRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

EverSource Wealth Advisors's FRT Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Federal Realty Investment Trust (FRT) stake by 19% in Q1 2026, buying an estimated $45.6K and bringing the position to 2,756 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #857.

EverSource Wealth Advisors first reported a position in FRT in Q4 2021 and has held it in 18 quarters since. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • EverSource Wealth Advisors held 2,756 shares of Federal Realty Investment Trust worth $293K as of Q1 2026.
  • EverSource Wealth Advisors bought 436 Federal Realty Investment Trust shares in Q1 2026, an estimated $45.6K.
  • Federal Realty Investment Trust made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #857 holding.
  • EverSource Wealth Advisors first reported a position in Federal Realty Investment Trust in Q4 2021 and has held it in 18 quarters since.
  • 556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.