Financial Freedom LLC’s Federal Realty Investment Trust FRT Stock Holding History

Financial Freedom LLC’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	–	Sell	-67	Closed	-$7.07K	–	211
2026 Q1	$7.07K	Hold	67	–	–	﹤0.01%	334
2025 Q4	$6.71K	Hold	67	–	–	﹤0.01%	287
2025 Q3	$6.74K	Buy	67 +1	+2%	+$97	﹤0.01%	297
2025 Q2	$6.25K	Buy	66 +1	+2%	+$95	﹤0.01%	299
2025 Q1	$6.36K	Buy	65 +1	+2%	+$104	﹤0.01%	304
2024 Q4	$7.2K	Hold	64	–	–	﹤0.01%	298
2024 Q3	$7.32K	Buy	64 +1	+2%	+$112	﹤0.01%	294
2024 Q2	$6.37K	Buy	63 +1	+2%	+$101	﹤0.01%	307
2024 Q1	$6.37K	Hold	62	–	–	﹤0.01%	305
2023 Q4	$6.36K	Buy	62 +1	+2%	+$94	﹤0.01%	300
2023 Q3	$5.53K	Buy	61 +1	+2%	+$99	﹤0.01%	308
2023 Q2	$5.84K	Hold	60	–	–	﹤0.01%	314
2023 Q1	$5.89K	Buy	60 +1	+2%	+$105	﹤0.01%	310
2022 Q4	$5.97K	Buy	+59	New	+$5.97K	﹤0.01%	306

Other funds holding FRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Financial Freedom LLC's FRT Position: Q2 2026 in Review

Financial Freedom LLC sold out of Federal Realty Investment Trust (FRT) in Q2 2026, closing a stake of 67 shares — an estimated $7.07K sold.

Financial Freedom LLC first reported a position in FRT in Q4 2022 and held it in 14 quarters. The position peaked at $7.32K in Q3 2024. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Financial Freedom LLC reported no remaining Federal Realty Investment Trust position as of Q2 2026 after selling out during the quarter.
Financial Freedom LLC sold 67 Federal Realty Investment Trust shares in Q2 2026, an estimated $7.07K.
Financial Freedom LLC first reported a position in Federal Realty Investment Trust in Q4 2022 and held it in 14 quarters.
Financial Freedom LLC's Federal Realty Investment Trust position peaked at $7.32K in Q3 2024.
621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.