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Legacy Wealth Management (Idaho)’s Federal Realty Investment Trust FRT Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-10
Closed -$1.06K – 468
2026
Q1 		$1.06K Hold
10
– – ﹤0.01% 867
2025
Q4 		$1.01K Hold
10
– – ﹤0.01% 748
2025
Q3 		$1.01K Hold
10
– – ﹤0.01% 621
2025
Q2 		$950 Hold
10
– – ﹤0.01% 598
2025
Q1 		$979 Hold
10
– – ﹤0.01% 644
2024
Q4 		$1.11K Hold
10
– – ﹤0.01% 578
2024
Q3 		$1.14K Buy
+10
New +$1.12K ﹤0.01% 537

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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s FRT Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Federal Realty Investment Trust (FRT) in Q2 2026, closing a stake of 10 shares — an estimated $1.06K sold.

Legacy Wealth Management (Idaho) first reported a position in FRT in Q3 2024 and held it in 7 quarters. The position peaked at $1.14K in Q3 2024. 623 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Federal Realty Investment Trust position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 10 Federal Realty Investment Trust shares in Q2 2026, an estimated $1.06K.
  • Legacy Wealth Management (Idaho) first reported a position in Federal Realty Investment Trust in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Federal Realty Investment Trust position peaked at $1.14K in Q3 2024.
  • 623 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.