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 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 $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 Private Wealth Services's FRT Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Federal Realty Investment Trust (FRT) stake by 173% in Q1 2026, buying an estimated $698K and bringing the position to 10,523 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #780.

Kestra Private Wealth Services first reported a position in FRT in Q4 2024 and has held it in 6 quarters since. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

Kestra Private Wealth Services held 10,523 shares of Federal Realty Investment Trust worth $1.12M as of Q1 2026.
Kestra Private Wealth Services bought 6,674 Federal Realty Investment Trust shares in Q1 2026, an estimated $698K.
Federal Realty Investment Trust made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #780 holding.
Kestra Private Wealth Services first reported a position in Federal Realty Investment Trust in Q4 2024 and has held it in 6 quarters since.
556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.