NIWA
FRT icon

New Insight Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History

New Insight Wealth Advisors’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 		$4.15M Sell
33,641
-439
-1% -$51.1K 1.22% 23
2026
Q1 		$3.62M Buy
34,080
+3,344
+11% +$349K 1.3% 23
2025
Q4 		$3.1M Buy
30,736
+16,125
+110% +$1.59M 1.11% 25
2025
Q3 		$1.48M Buy
+14,611
New +$1.41M 0.56% 38

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

New Insight Wealth Advisors's FRT Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its Federal Realty Investment Trust (FRT) stake by 1.3% in Q2 2026, selling an estimated $51.1K and leaving 33,641 shares worth $4.15M. The position accounts for 1.22% of the portfolio, ranked #23.

New Insight Wealth Advisors first reported a position in FRT in Q3 2025 and has held it in 4 quarters since. 620 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • New Insight Wealth Advisors held 33,641 shares of Federal Realty Investment Trust worth $4.15M as of Q2 2026.
  • New Insight Wealth Advisors sold 439 Federal Realty Investment Trust shares in Q2 2026, an estimated $51.1K.
  • Federal Realty Investment Trust made up 1.22% of New Insight Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • New Insight Wealth Advisors first reported a position in Federal Realty Investment Trust in Q3 2025 and has held it in 4 quarters since.
  • 620 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.