GW Henssler & Associates’s Federal Realty Investment Trust FRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$229K Buy
+1,853
New +$216K 0.01% 225
2020
Q2
Sell
-6,627
Closed -$494K 208
2020
Q1
$494K Sell
6,627
-182
-3% -$21K 0.05% 99
2019
Q4
$877K Buy
6,809
+909
+15% +$121K 0.07% 89
2019
Q3
$803K Buy
+5,900
New +$778K 0.07% 89
2019
Q2
Hold
0
91
2017
Q4
Hold
0
127
2017
Q3
Hold
0
128
2017
Q2
Hold
0
128

Other funds holding FRT

GW Henssler & Associates's FRT Position: Q2 2026 in Review

GW Henssler & Associates opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 1,853 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #225 among its holdings. This is a return to the name: GW Henssler & Associates previously reported a position in FRT as recently as Q1 2020.

GW Henssler & Associates first reported a position in FRT in Q3 2019 and has held it in 4 quarters since. The position peaked at $877K in Q4 2019. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • GW Henssler & Associates held 1,853 shares of Federal Realty Investment Trust worth $229K as of Q2 2026.
  • Federal Realty Investment Trust was a new GW Henssler & Associates position in Q2 2026.
  • Federal Realty Investment Trust made up 0.01% of GW Henssler & Associates's portfolio in Q2 2026, its #225 holding.
  • GW Henssler & Associates first reported a position in Federal Realty Investment Trust in Q3 2019 and has held it in 4 quarters since.
  • GW Henssler & Associates's Federal Realty Investment Trust position peaked at $877K in Q4 2019.
  • 621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.