GeoWealth Management’s Federal Realty Investment Trust FRT Stock Holding History

GeoWealth Management’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	$1.21M	Buy	11,407 +405	+4%	+$42.3K	0.04%	241
2025 Q4	$1.11M	Sell	11,002 -469	-4%	-$46.2K	0.04%	249
2025 Q3	$1.16M	Sell	11,471 -675	-6%	-$65.2K	0.04%	266
2025 Q2	$1.15M	Sell	12,146 -1,819	-13%	-$172K	0.05%	226
2025 Q1	$1.37M	Buy	13,965 +522	+4%	+$54.2K	0.05%	210
2024 Q4	$1.5M	Buy	13,443 +3,060	+29%	+$346K	0.05%	215
2024 Q3	$1.19M	Sell	10,383 -68	-0.7%	-$7.59K	0.04%	268
2024 Q2	$1.06M	Sell	10,451 -26	-0.2%	-$2.62K	0.05%	261
2024 Q1	$1.07M	Buy	+10,477	New	+$1.06M	0.04%	277

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

GeoWealth Management's FRT Position: Q1 2026 in Review

GeoWealth Management increased its Federal Realty Investment Trust (FRT) stake by 3.7% in Q1 2026, buying an estimated $42.3K and bringing the position to 11,407 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #241.

GeoWealth Management first reported a position in FRT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.5M in Q4 2024. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

GeoWealth Management held 11,407 shares of Federal Realty Investment Trust worth $1.21M as of Q1 2026.
GeoWealth Management bought 405 Federal Realty Investment Trust shares in Q1 2026, an estimated $42.3K.
Federal Realty Investment Trust made up 0.04% of GeoWealth Management's portfolio in Q1 2026, its #241 holding.
GeoWealth Management first reported a position in Federal Realty Investment Trust in Q1 2024 and has held it in 9 quarters since.
GeoWealth Management's Federal Realty Investment Trust position peaked at $1.5M in Q4 2024.
556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.