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 Q2	$1.93M	Buy	15,660 +4,253	+37%	+$495K	0.06%	180
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GeoWealth Management's FRT Position: Q2 2026 in Review

GeoWealth Management increased its Federal Realty Investment Trust (FRT) stake by 37% in Q2 2026, buying an estimated $495K and bringing the position to 15,660 shares worth $1.93M. The position accounts for 0.06% of the portfolio, ranked #180.

GeoWealth Management first reported a position in FRT in Q1 2024 and has held it in 10 quarters since. 623 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

GeoWealth Management held 15,660 shares of Federal Realty Investment Trust worth $1.93M as of Q2 2026.
GeoWealth Management bought 4,253 Federal Realty Investment Trust shares in Q2 2026, an estimated $495K.
Federal Realty Investment Trust made up 0.06% of GeoWealth Management's portfolio in Q2 2026, its #180 holding.
GeoWealth Management first reported a position in Federal Realty Investment Trust in Q1 2024 and has held it in 10 quarters since.
623 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.