Financial Network Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Financial Network Wealth Management’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	$212K	Hold	2,000	–	–	0.07%	108
2025 Q4	$201K	Buy	+2,000	New	+$197K	0.06%	115
2025 Q1	$195K	Hold	2,000	–	–	0.07%	112
2024 Q4	$223K	Hold	2,000	–	–	0.08%	107
2024 Q3	$229K	Buy	+2,000	New	+$223K	0.08%	108
2024 Q1	–	Sell	-2,000	Closed	-$206K	–	62
2023 Q4	$206K	Buy	+2,000	New	+$189K	0.09%	104
2023 Q3	–	Sell	-2,000	Closed	-$201K	–	104
2023 Q2	$201K	Buy	+2,000	New	+$188K	0.09%	99
2023 Q1	–	Sell	-2,000	Closed	-$202K	–	101
2022 Q4	$202K	Buy	+2,000	New	+$203K	0.11%	99
2022 Q2	–	Sell	-2,000	Closed	-$244K	–	107
2022 Q1	$244K	Buy	+2,000	New	+$246K	0.13%	94
2021 Q4	–	Sell	-2,000	Closed	-$236K	–	116
2021 Q3	$236K	Hold	2,000	–	–	0.13%	95
2021 Q2	$234K	Hold	2,000	–	–	0.14%	90
2021 Q1	$203K	Buy	+2,000	New	+$193K	0.13%	103

Other funds holding FRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Financial Network Wealth Management's FRT Position: Q1 2026 in Review

Financial Network Wealth Management held its Federal Realty Investment Trust (FRT) position steady in Q1 2026 at 2,000 shares worth $212K. The position accounts for 0.07% of the portfolio, ranked #108.

Financial Network Wealth Management first reported a position in FRT in Q1 2021 and has held it in 12 quarters since. The position peaked at $244K in Q1 2022. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

Financial Network Wealth Management held 2,000 shares of Federal Realty Investment Trust worth $212K as of Q1 2026.
Financial Network Wealth Management left its Federal Realty Investment Trust share count unchanged in Q1 2026.
Federal Realty Investment Trust made up 0.07% of Financial Network Wealth Management's portfolio in Q1 2026, its #108 holding.
Financial Network Wealth Management first reported a position in Federal Realty Investment Trust in Q1 2021 and has held it in 12 quarters since.
Financial Network Wealth Management's Federal Realty Investment Trust position peaked at $244K in Q1 2022.
556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.