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

Gen-Wealth Partners’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	$338K	Buy	3,178 +49	+2%	+$5.12K	0.11%	183
2025 Q4	$315K	Sell	3,129 -1,699	-35%	-$167K	0.1%	207
2025 Q3	$489K	Sell	4,828 -360	-7%	-$34.8K	0.17%	152
2025 Q2	$493K	Buy	5,188 +215	+4%	+$20.3K	0.19%	141
2025 Q1	$486K	Sell	4,973 -2	-0%	-$208	0.2%	137
2024 Q4	$557K	Buy	4,975 +203	+4%	+$22.9K	0.24%	114
2024 Q3	$545K	Sell	4,772 -43	-0.9%	-$4.8K	0.24%	115
2024 Q2	$486K	Buy	4,815 +497	+12%	+$50.2K	0.23%	106
2024 Q1	$441K	Buy	+4,318	New	+$437K	0.22%	122

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

Gen-Wealth Partners's FRT Position: Q1 2026 in Review

Gen-Wealth Partners increased its Federal Realty Investment Trust (FRT) stake by 1.6% in Q1 2026, buying an estimated $5.12K and bringing the position to 3,178 shares worth $338K. The position accounts for 0.11% of the portfolio, ranked #183.

Gen-Wealth Partners first reported a position in FRT in Q1 2024 and has held it in 9 quarters since. The position peaked at $557K in Q4 2024. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

Gen-Wealth Partners held 3,178 shares of Federal Realty Investment Trust worth $338K as of Q1 2026.
Gen-Wealth Partners bought 49 Federal Realty Investment Trust shares in Q1 2026, an estimated $5.12K.
Federal Realty Investment Trust made up 0.11% of Gen-Wealth Partners's portfolio in Q1 2026, its #183 holding.
Gen-Wealth Partners first reported a position in Federal Realty Investment Trust in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's Federal Realty Investment Trust position peaked at $557K in Q4 2024.
556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.