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GoalVest Advisory’s Federal Realty Investment Trust FRT Stock Holding History

GoalVest Advisory’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
Q3 		$12.1K Buy
+112
New +$13.3K ﹤0.01% 410

Other funds holding FRT

PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GoalVest Advisory's FRT Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Federal Realty Investment Trust (FRT) in Q3 2026: 112 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #410 among its holdings.

15 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

  • GoalVest Advisory held 112 shares of Federal Realty Investment Trust worth $12.1K as of Q3 2026.
  • Federal Realty Investment Trust was a new GoalVest Advisory position in Q3 2026.
  • Federal Realty Investment Trust made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #410 holding.
  • 15 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.