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

Harbor Investment 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 		$108K Hold
1,000
– – 0.01% 536
2026
Q2 		$123K Buy
+1,000
New +$116K 0.01% 506
2024
Q3 		– Sell
-1
Closed -$101 – 1212
2024
Q2 		$101 Buy
+1
New +$101 ﹤0.01% 1256
2023
Q3 		– Sell
-8
Closed -$774 – 1244
2023
Q2 		$774 Hold
8
– – ﹤0.01% 1266
2023
Q1 		$791 Hold
8
– – ﹤0.01% 1270
2022
Q4 		$808 Hold
8
– – ﹤0.01% 1268
2022
Q3 		$1K Hold
8
– – ﹤0.01% 1272
2022
Q2 		$1K Hold
8
– – ﹤0.01% 1291
2022
Q1 		$1K Hold
8
– – ﹤0.01% 1292
2021
Q4 		$1K Hold
8
– – ﹤0.01% 1262
2021
Q3 		$1K Hold
8
– – ﹤0.01% 1269
2021
Q2 		$1K Hold
8
– – ﹤0.01% 1217
2021
Q1 		$1K Hold
8
– – ﹤0.01% 1213
2020
Q4 		$1K Hold
8
– – ﹤0.01% 1155
2020
Q3 		$1K Sell
8
-39
-83% -$3.08K ﹤0.01% 1077
2020
Q2 		$4K Buy
+47
New +$3.79K ﹤0.01% 891

Other funds holding FRT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 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

Harbor Investment Advisory's FRT Position: Q3 2026 in Review

Harbor Investment Advisory held its Federal Realty Investment Trust (FRT) position steady in Q3 2026 at 1,000 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #536.

Harbor Investment Advisory first reported a position in FRT in Q2 2020 and has held it in 16 quarters since. The position peaked at $123K in Q2 2026. 24 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

  • Harbor Investment Advisory held 1,000 shares of Federal Realty Investment Trust worth $108K as of Q3 2026.
  • Harbor Investment Advisory left its Federal Realty Investment Trust share count unchanged in Q3 2026.
  • Federal Realty Investment Trust made up 0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #536 holding.
  • Harbor Investment Advisory first reported a position in Federal Realty Investment Trust in Q2 2020 and has held it in 16 quarters since.
  • Harbor Investment Advisory's Federal Realty Investment Trust position peaked at $123K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.