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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

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 $3.37T AUM 44.26% 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

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. 621 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.
  • 621 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.