MBL Wealth’s Federal Realty Investment Trust FRT Stock Holding History

MBL Wealth’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	$254K	Buy	+2,344	New	+$277K	0.02%	524

Other funds holding FRT

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 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

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

MBL Wealth's FRT Position: Q3 2026 in Review

MBL Wealth opened a new position in Federal Realty Investment Trust (FRT) in Q3 2026: 2,344 shares worth $254K. The stake represents 0.02% of the portfolio and ranks #524 among its holdings.

454 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

MBL Wealth held 2,344 shares of Federal Realty Investment Trust worth $254K as of Q3 2026.
Federal Realty Investment Trust was a new MBL Wealth position in Q3 2026.
Federal Realty Investment Trust made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #524 holding.
454 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.