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

HB 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 		$745K Buy
6,039
+482
+9% +$56.1K ﹤0.01% 898
2026
Q1 		$590K Buy
5,557
+1,064
+24% +$111K ﹤0.01% 898
2025
Q4 		$453K Buy
+4,493
New +$442K ﹤0.01% 942

Other funds holding FRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

HB Wealth Management's FRT Position: Q2 2026 in Review

HB Wealth Management increased its Federal Realty Investment Trust (FRT) stake by 8.7% in Q2 2026, buying an estimated $56.1K and bringing the position to 6,039 shares worth $745K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

HB Wealth Management first reported a position in FRT in Q4 2025 and has held it in 3 quarters since. 623 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • HB Wealth Management held 6,039 shares of Federal Realty Investment Trust worth $745K as of Q2 2026.
  • HB Wealth Management bought 482 Federal Realty Investment Trust shares in Q2 2026, an estimated $56.1K.
  • Federal Realty Investment Trust made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #898 holding.
  • HB Wealth Management first reported a position in Federal Realty Investment Trust in Q4 2025 and has held it in 3 quarters since.
  • 623 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.