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

National Wealth Management Group’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	$420K	Sell	3,406 -262	-7%	-$30.5K	0.13%	136
2026 Q1	$390K	Buy	+3,668	New	+$383K	0.15%	142
2025 Q4	–	Sell	-2,497	Closed	-$253K	–	264
2025 Q3	$253K	Buy	+2,497	New	+$241K	0.1%	203

Other funds holding FRT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

National Wealth Management Group's FRT Position: Q2 2026 in Review

National Wealth Management Group reduced its Federal Realty Investment Trust (FRT) stake by 7.1% in Q2 2026, selling an estimated $30.5K and leaving 3,406 shares worth $420K. The position accounts for 0.13% of the portfolio, ranked #136.

National Wealth Management Group first reported a position in FRT in Q3 2025 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

National Wealth Management Group held 3,406 shares of Federal Realty Investment Trust worth $420K as of Q2 2026.
National Wealth Management Group sold 262 Federal Realty Investment Trust shares in Q2 2026, an estimated $30.5K.
Federal Realty Investment Trust made up 0.13% of National Wealth Management Group's portfolio in Q2 2026, its #136 holding.
National Wealth Management Group first reported a position in Federal Realty Investment Trust in Q3 2025 and has held it in 3 quarters since.
106 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.