Kestra Advisory Services’s Federal Realty Investment Trust FRT Stock Holding History

Kestra Advisory Services’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	$311K	Sell	2,931 -2,689	-48%	-$281K	﹤0.01%	2589
2025 Q4	$567K	Buy	5,620 +123	+2%	+$12.1K	﹤0.01%	2052
2025 Q3	$557K	Buy	5,497 +742	+16%	+$71.7K	﹤0.01%	1987
2025 Q2	$452K	Sell	4,755 -186	-4%	-$17.6K	﹤0.01%	2043
2025 Q1	$483K	Sell	4,941 -2,801	-36%	-$291K	﹤0.01%	1832
2024 Q4	$867K	Buy	+7,742	New	+$875K	﹤0.01%	1496
2024 Q3	–	Sell	-8,788	Closed	-$897K	–	2626
2024 Q2	$897K	Buy	8,788 +377	+4%	+$38K	0.01%	1388
2024 Q1	$868K	Buy	+8,411	New	+$851K	0.01%	1326

Other funds holding FRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Kestra Advisory Services's FRT Position: Q1 2026 in Review

Kestra Advisory Services reduced its Federal Realty Investment Trust (FRT) stake by 48% in Q1 2026, selling an estimated $281K and leaving 2,931 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #2589.

Kestra Advisory Services first reported a position in FRT in Q1 2024 and has held it in 8 quarters since. The position peaked at $897K in Q2 2024. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

Kestra Advisory Services held 2,931 shares of Federal Realty Investment Trust worth $311K as of Q1 2026.
Kestra Advisory Services sold 2,689 Federal Realty Investment Trust shares in Q1 2026, an estimated $281K.
Federal Realty Investment Trust made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2589 holding.
Kestra Advisory Services first reported a position in Federal Realty Investment Trust in Q1 2024 and has held it in 8 quarters since.
Kestra Advisory Services's Federal Realty Investment Trust position peaked at $897K in Q2 2024.
556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.