Meriwether Wealth & Planning’s Federal Realty Investment Trust FRT Stock Holding History

Meriwether Wealth & Planning’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	$1.3K	Buy	+12	New	+$1.42K	﹤0.01%	700

Other funds holding FRT

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

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Meriwether Wealth & Planning's FRT Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Federal Realty Investment Trust (FRT) in Q3 2026: 12 shares worth $1.3K. The stake represents ﹤0.01% of the portfolio and ranks #700 among its holdings.

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

Meriwether Wealth & Planning held 12 shares of Federal Realty Investment Trust worth $1.3K as of Q3 2026.
Federal Realty Investment Trust was a new Meriwether Wealth & Planning position in Q3 2026.
Federal Realty Investment Trust made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #700 holding.
110 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.