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
Q2 		$6.96M Buy
56,359
+12,913
+30% +$1.5M 0.01% 834
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Focus Partners Wealth's FRT Position: Q2 2026 in Review

Focus Partners Wealth increased its Federal Realty Investment Trust (FRT) stake by 30% in Q2 2026, buying an estimated $1.5M and bringing the position to 56,359 shares worth $6.96M. The position accounts for 0.01% of the portfolio, ranked #834.

Focus Partners Wealth first reported a position in FRT in Q4 2023 and has held it in 11 quarters since. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Focus Partners Wealth held 56,359 shares of Federal Realty Investment Trust worth $6.96M as of Q2 2026.
  • Focus Partners Wealth bought 12,913 Federal Realty Investment Trust shares in Q2 2026, an estimated $1.5M.
  • Federal Realty Investment Trust made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #834 holding.
  • Focus Partners Wealth first reported a position in Federal Realty Investment Trust in Q4 2023 and has held it in 11 quarters since.
  • 621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.