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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Federal Realty Investment Trust FRT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$115K Buy
930
+7
+0.8% +$814 0.03% 233
2026
Q1 		$98.1K Buy
923
+31
+3% +$3.24K 0.03% 240
2025
Q4 		$90K Buy
892
+7
+0.8% +$689 0.03% 242
2025
Q3 		$89.7K Buy
885
+439
+98% +$42.4K 0.03% 217
2025
Q2 		$42.4K Buy
446
+23
+5% +$2.17K 0.01% 278
2025
Q1 		$41.4K Buy
+423
New +$44K 0.02% 277

Other funds holding FRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s FRT Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Federal Realty Investment Trust (FRT) stake by 0.76% in Q2 2026, buying an estimated $814 and bringing the position to 930 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #233.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in FRT in Q1 2025 and has held it in 6 quarters since. 297 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 930 shares of Federal Realty Investment Trust worth $115K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 7 Federal Realty Investment Trust shares in Q2 2026, an estimated $814.
  • Federal Realty Investment Trust made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #233 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Federal Realty Investment Trust in Q1 2025 and has held it in 6 quarters since.
  • 297 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.