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 Q3	$489K	Buy	4,517 +1,575	+54%	+$186K	﹤0.01%	2526
2026 Q2	$363K	Buy	2,942 +11	+0.4%	+$1.28K	﹤0.01%	2594
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Kestra Advisory Services's FRT Position: Q3 2026 in Review

Kestra Advisory Services increased its Federal Realty Investment Trust (FRT) stake by 54% in Q3 2026, buying an estimated $186K and bringing the position to 4,517 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #2526.

Kestra Advisory Services first reported a position in FRT in Q1 2024 and has held it in 10 quarters since. The position peaked at $897K in Q2 2024. 306 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

Kestra Advisory Services held 4,517 shares of Federal Realty Investment Trust worth $489K as of Q3 2026.
Kestra Advisory Services bought 1,575 Federal Realty Investment Trust shares in Q3 2026, an estimated $186K.
Federal Realty Investment Trust made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2526 holding.
Kestra Advisory Services first reported a position in Federal Realty Investment Trust in Q1 2024 and has held it in 10 quarters since.
Kestra Advisory Services's Federal Realty Investment Trust position peaked at $897K in Q2 2024.
306 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.