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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
Q2 		$1.24M Buy
10,083
+780
+8% +$90.8K 0.01% 1074
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 $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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's FRT Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Federal Realty Investment Trust (FRT) stake by 8.4% in Q2 2026, buying an estimated $90.8K and bringing the position to 10,083 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #1074.

Integrated Wealth Concepts first reported a position in FRT in Q3 2025 and has held it in 4 quarters since. 622 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Integrated Wealth Concepts held 10,083 shares of Federal Realty Investment Trust worth $1.24M as of Q2 2026.
  • Integrated Wealth Concepts bought 780 Federal Realty Investment Trust shares in Q2 2026, an estimated $90.8K.
  • Federal Realty Investment Trust made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1074 holding.
  • Integrated Wealth Concepts first reported a position in Federal Realty Investment Trust in Q3 2025 and has held it in 4 quarters since.
  • 622 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.