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
Q2 		$324K Sell
2,623
-133
-5% -$15.5K 0.01% 762
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 $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 $3.38T AUM 44.17% 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

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

EverSource Wealth Advisors reduced its Federal Realty Investment Trust (FRT) stake by 4.8% in Q2 2026, selling an estimated $15.5K and leaving 2,623 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #762.

EverSource Wealth Advisors first reported a position in FRT in Q4 2021 and has held it in 19 quarters since. 623 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • EverSource Wealth Advisors held 2,623 shares of Federal Realty Investment Trust worth $324K as of Q2 2026.
  • EverSource Wealth Advisors sold 133 Federal Realty Investment Trust shares in Q2 2026, an estimated $15.5K.
  • Federal Realty Investment Trust made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #762 holding.
  • EverSource Wealth Advisors first reported a position in Federal Realty Investment Trust in Q4 2021 and has held it in 19 quarters since.
  • 623 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.