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

Kestra Private Wealth 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 Q2	$511K	Sell	4,139 -6,384	-61%	-$743K	0.01%	1221
2026 Q1	$1.12M	Buy	10,523 +6,674	+173%	+$698K	0.01%	780
2025 Q4	$388K	Buy	3,849 +103	+3%	+$10.1K	﹤0.01%	1302
2025 Q3	$379K	Sell	3,746 -324	-8%	-$31.3K	﹤0.01%	1238
2025 Q2	$387K	Sell	4,070 -435	-10%	-$41.1K	0.01%	1154
2025 Q1	$441K	Buy	4,505 +607	+16%	+$63.1K	0.01%	1019
2024 Q4	$436K	Buy	+3,898	New	+$441K	0.01%	985

Other funds holding FRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kestra Private Wealth Services's FRT Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Federal Realty Investment Trust (FRT) stake by 61% in Q2 2026, selling an estimated $743K and leaving 4,139 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #1221.

Kestra Private Wealth Services first reported a position in FRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q1 2026. 623 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Kestra Private Wealth Services held 4,139 shares of Federal Realty Investment Trust worth $511K as of Q2 2026.
Kestra Private Wealth Services sold 6,384 Federal Realty Investment Trust shares in Q2 2026, an estimated $743K.
Federal Realty Investment Trust made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1221 holding.
Kestra Private Wealth Services first reported a position in Federal Realty Investment Trust in Q4 2024 and has held it in 7 quarters since.
Kestra Private Wealth Services's Federal Realty Investment Trust position peaked at $1.12M in Q1 2026.
623 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.