Farther Finance Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$382K Buy
3,531
+482
+16% +$57K ﹤0.01% 1806
2026
Q2
$377K Buy
3,049
+70
+2% +$8.14K ﹤0.01% 1762
2026
Q1
$316K Buy
2,979
+278
+10% +$29.1K ﹤0.01% 1698
2025
Q4
$272K Buy
2,701
+1,804
+201% +$178K ﹤0.01% 1709
2025
Q3
$90.9K Buy
897
+328
+58% +$31.7K ﹤0.01% 2086
2025
Q2
$54K Buy
569
+44
+8% +$4.16K ﹤0.01% 2101
2025
Q1
$50.9K Sell
525
-11
-2% -$1.14K ﹤0.01% 1888
2024
Q4
$60K Sell
536
-40
-7% -$4.52K ﹤0.01% 1565
2024
Q3
$66.2K Sell
576
-34
-6% -$3.79K ﹤0.01% 1504
2024
Q2
$61.3K Buy
610
+254
+71% +$25.6K ﹤0.01% 1336
2024
Q1
$35.9K Sell
356
-43
-11% -$4.35K ﹤0.01% 1299
2023
Q4
$41.1K Buy
399
+35
+10% +$3.3K ﹤0.01% 1110
2023
Q3
$33K Sell
364
-20
-5% -$1.97K 0.01% 931
2023
Q2
$37.2K Sell
384
-6
-2% -$564 0.01% 764
2023
Q1
$38.5K Sell
390
-57
-13% -$5.96K 0.01% 684
2022
Q4
$45.2K Buy
+447
New +$45.3K 0.02% 517

Other funds holding FRT

Farther Finance Advisors's FRT Position: Q3 2026 in Review

Farther Finance Advisors increased its Federal Realty Investment Trust (FRT) stake by 16% in Q3 2026, buying an estimated $57K and bringing the position to 3,531 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

Farther Finance Advisors first reported a position in FRT in Q4 2022 and has held it in 16 quarters since. 23 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

  • Farther Finance Advisors held 3,531 shares of Federal Realty Investment Trust worth $382K as of Q3 2026.
  • Farther Finance Advisors bought 482 Federal Realty Investment Trust shares in Q3 2026, an estimated $57K.
  • Federal Realty Investment Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1806 holding.
  • Farther Finance Advisors first reported a position in Federal Realty Investment Trust in Q4 2022 and has held it in 16 quarters since.
  • 23 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.