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NewEdge Advisors’s Federal Realty Investment Trust FRT Stock Holding History

NewEdge 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
Q1 		$628K Sell
5,912
-112
-2% -$11.7K ﹤0.01% 1812
2025
Q4 		$607K Buy
6,024
+1,173
+24% +$116K ﹤0.01% 1834
2025
Q3 		$491K Sell
4,851
-117
-2% -$11.3K ﹤0.01% 1830
2025
Q2 		$472K Sell
4,968
-359
-7% -$33.9K ﹤0.01% 1731
2025
Q1 		$521K Sell
5,327
-1,350
-20% -$140K ﹤0.01% 1564
2024
Q4 		$748K Buy
6,677
+2,908
+77% +$329K ﹤0.01% 1318
2024
Q3 		$433K Sell
3,769
-51
-1% -$5.69K ﹤0.01% 1556
2024
Q2 		$386K Buy
3,820
+28
+0.7% +$2.83K ﹤0.01% 1573
2024
Q1 		$387K Sell
3,792
-480
-11% -$48.5K ﹤0.01% 1497
2023
Q4 		$437K Buy
4,272
+2,023
+90% +$191K ﹤0.01% 1356
2023
Q3 		$204K Buy
2,249
+2
+0.1% +$197 ﹤0.01% 1621
2023
Q2 		$217K Buy
2,247
+53
+2% +$4.98K ﹤0.01% 1597
2023
Q1 		$217K Buy
2,194
+145
+7% +$15.2K ﹤0.01% 1510
2022
Q4 		$207K Buy
+2,049
New +$207K 0.01% 1178
2022
Q3 		– Sell
-7,607
Closed -$728K – 1574
2022
Q2 		$728K Buy
+7,607
New +$854K 0.01% 820
2017
Q3 		– Sell
-173
Closed -$21.6K – 634
2017
Q2 		$21.6K Buy
+173
New +$22.3K ﹤0.01% 719

Other funds holding FRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

NewEdge Advisors's FRT Position: Q1 2026 in Review

NewEdge Advisors reduced its Federal Realty Investment Trust (FRT) stake by 1.9% in Q1 2026, selling an estimated $11.7K and leaving 5,912 shares worth $628K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

NewEdge Advisors first reported a position in FRT in Q2 2017 and has held it in 16 quarters since. The position peaked at $748K in Q4 2024. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • NewEdge Advisors held 5,912 shares of Federal Realty Investment Trust worth $628K as of Q1 2026.
  • NewEdge Advisors sold 112 Federal Realty Investment Trust shares in Q1 2026, an estimated $11.7K.
  • Federal Realty Investment Trust made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1812 holding.
  • NewEdge Advisors first reported a position in Federal Realty Investment Trust in Q2 2017 and has held it in 16 quarters since.
  • NewEdge Advisors's Federal Realty Investment Trust position peaked at $748K in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.