Mission Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Mission Wealth Management’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	$552K	Buy	+4,468	New	+$520K	0.01%	654
2024 Q4	–	Sell	-2,013	Closed	-$231K	–	686
2024 Q3	$231K	Buy	+2,013	New	+$225K	0.01%	599
2021 Q4	–	Sell	-1,750	Closed	-$206K	–	545
2021 Q3	$206K	Hold	1,750	–	–	0.01%	485
2021 Q2	$205K	Buy	+1,750	New	+$199K	0.01%	464

Other funds holding FRT

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Mission Wealth Management's FRT Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 4,468 shares worth $552K. The stake represents 0.01% of the portfolio and ranks #654 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in FRT as recently as Q3 2024.

Mission Wealth Management first reported a position in FRT in Q2 2021 and has held it in 4 quarters since. 81 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Mission Wealth Management held 4,468 shares of Federal Realty Investment Trust worth $552K as of Q2 2026.
Federal Realty Investment Trust was a new Mission Wealth Management position in Q2 2026.
Federal Realty Investment Trust made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #654 holding.
Mission Wealth Management first reported a position in Federal Realty Investment Trust in Q2 2021 and has held it in 4 quarters since.
81 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.