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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
Q2 		$355K Sell
2,878
-300
-9% -$34.9K 0.1% 177
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
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

Gen-Wealth Partners's FRT Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Federal Realty Investment Trust (FRT) stake by 9.4% in Q2 2026, selling an estimated $34.9K and leaving 2,878 shares worth $355K. The position accounts for 0.1% of the portfolio, ranked #177.

Gen-Wealth Partners first reported a position in FRT in Q1 2024 and has held it in 10 quarters since. The position peaked at $557K in Q4 2024. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Gen-Wealth Partners held 2,878 shares of Federal Realty Investment Trust worth $355K as of Q2 2026.
  • Gen-Wealth Partners sold 300 Federal Realty Investment Trust shares in Q2 2026, an estimated $34.9K.
  • Federal Realty Investment Trust made up 0.1% of Gen-Wealth Partners's portfolio in Q2 2026, its #177 holding.
  • Gen-Wealth Partners first reported a position in Federal Realty Investment Trust in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Federal Realty Investment Trust position peaked at $557K in Q4 2024.
  • 621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.