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Integrated Wealth Concepts’s Federal Realty Investment Trust FRT Stock Holding History

Integrated Wealth Concepts’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
Q1 		$988K Buy
9,303
+4,006
+76% +$419K 0.01% 1124
2025
Q4 		$534K Buy
5,297
+2,809
+113% +$277K 0.01% 1057
2025
Q3 		$252K Buy
+2,488
New +$240K ﹤0.01% 1733

Other funds holding FRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Integrated Wealth Concepts's FRT Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Federal Realty Investment Trust (FRT) stake by 76% in Q1 2026, buying an estimated $419K and bringing the position to 9,303 shares worth $988K. The position accounts for 0.01% of the portfolio, ranked #1124.

Integrated Wealth Concepts first reported a position in FRT in Q3 2025 and has held it in 3 quarters since. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • Integrated Wealth Concepts held 9,303 shares of Federal Realty Investment Trust worth $988K as of Q1 2026.
  • Integrated Wealth Concepts bought 4,006 Federal Realty Investment Trust shares in Q1 2026, an estimated $419K.
  • Federal Realty Investment Trust made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1124 holding.
  • Integrated Wealth Concepts first reported a position in Federal Realty Investment Trust in Q3 2025 and has held it in 3 quarters since.
  • 556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.