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

Modera 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 		$279K Hold
2,259
– – ﹤0.01% 563
2026
Q1 		$240K Buy
2,259
+214
+10% +$22.4K ﹤0.01% 580
2025
Q4 		$206K Sell
2,045
-521
-20% -$51.3K ﹤0.01% 621
2025
Q3 		$260K Hold
2,566
– – ﹤0.01% 572
2025
Q2 		$244K Sell
2,566
-70
-3% -$6.62K ﹤0.01% 579
2025
Q1 		$258K Hold
2,636
– – ﹤0.01% 539
2024
Q4 		$295K Hold
2,636
– – ﹤0.01% 518
2024
Q3 		$303K Sell
2,636
-133
-5% -$14.8K ﹤0.01% 492
2024
Q2 		$280K Sell
2,769
-69
-2% -$6.96K ﹤0.01% 493
2024
Q1 		$290K Buy
2,838
+125
+5% +$12.6K ﹤0.01% 487
2023
Q4 		$280K Buy
2,713
+70
+3% +$6.61K ﹤0.01% 481
2023
Q3 		$240K Buy
2,643
+77
+3% +$7.59K ﹤0.01% 491
2023
Q2 		$248K Buy
+2,566
New +$241K ﹤0.01% 490

Other funds holding FRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Modera Wealth Management held its Federal Realty Investment Trust (FRT) position steady in Q2 2026 at 2,259 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Modera Wealth Management first reported a position in FRT in Q2 2023 and has held it in 13 quarters since. The position peaked at $303K in Q3 2024. 297 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Modera Wealth Management held 2,259 shares of Federal Realty Investment Trust worth $279K as of Q2 2026.
  • Modera Wealth Management left its Federal Realty Investment Trust share count unchanged in Q2 2026.
  • Federal Realty Investment Trust made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #563 holding.
  • Modera Wealth Management first reported a position in Federal Realty Investment Trust in Q2 2023 and has held it in 13 quarters since.
  • Modera Wealth Management's Federal Realty Investment Trust position peaked at $303K in Q3 2024.
  • 297 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.