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Golden State Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Golden State Wealth 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 		$988 Hold
8
– – ﹤0.01% 1483
2026
Q1 		$850 Hold
8
– – ﹤0.01% 1470
2025
Q4 		$806 Buy
+8
New +$788 ﹤0.01% 1543

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Golden State Wealth Management's FRT Position: Q2 2026 in Review

Golden State Wealth Management held its Federal Realty Investment Trust (FRT) position steady in Q2 2026 at 8 shares worth $988. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

Golden State Wealth Management first reported a position in FRT in Q4 2025 and has held it in 3 quarters since. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Golden State Wealth Management held 8 shares of Federal Realty Investment Trust worth $988 as of Q2 2026.
  • Golden State Wealth Management left its Federal Realty Investment Trust share count unchanged in Q2 2026.
  • Federal Realty Investment Trust made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1483 holding.
  • Golden State Wealth Management first reported a position in Federal Realty Investment Trust in Q4 2025 and has held it in 3 quarters since.
  • 621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.