Focus Partners Wealth
FRT icon

Focus Partners Wealth’s Federal Realty Investment Trust FRT Stock Holding History

Focus Partners Wealth’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 		$4.62M Buy
43,446
+9,957
+30% +$1.04M 0.01% 963
2025
Q4 		$3.38M Buy
33,489
+3,778
+13% +$372K ﹤0.01% 1112
2025
Q3 		$2.6M Buy
29,711
+9,517
+47% +$920K ﹤0.01% 939
2025
Q2 		$1.92M Sell
20,194
-99
-0.5% -$9.36K ﹤0.01% 916
2025
Q1 		$1.99M Sell
20,293
-45
-0.2% -$4.68K 0.01% 849
2024
Q4 		$2.28M Buy
20,338
+593
+3% +$67K 0.01% 801
2024
Q3 		$2.27M Buy
19,745
+143
+0.7% +$16K 0.01% 745
2024
Q2 		$1.98M Sell
19,602
-848
-4% -$85.6K 0.01% 657
2024
Q1 		$2.09M Sell
20,450
-313
-2% -$31.7K 0.02% 472
2023
Q4 		$2.14M Buy
+20,763
New +$1.96M 0.03% 345

Other funds holding FRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Focus Partners Wealth's FRT Position: Q1 2026 in Review

Focus Partners Wealth increased its Federal Realty Investment Trust (FRT) stake by 30% in Q1 2026, buying an estimated $1.04M and bringing the position to 43,446 shares worth $4.62M. The position accounts for 0.01% of the portfolio, ranked #963.

Focus Partners Wealth first reported a position in FRT in Q4 2023 and has held it in 10 quarters since. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • Focus Partners Wealth held 43,446 shares of Federal Realty Investment Trust worth $4.62M as of Q1 2026.
  • Focus Partners Wealth bought 9,957 Federal Realty Investment Trust shares in Q1 2026, an estimated $1.04M.
  • Federal Realty Investment Trust made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #963 holding.
  • Focus Partners Wealth first reported a position in Federal Realty Investment Trust in Q4 2023 and has held it in 10 quarters since.
  • 556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.