NW
FRT icon

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

NewEdge Wealth’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 		$983K Buy
7,960
+1,354
+20% +$158K 0.01% 663
2026
Q1 		$702K Sell
6,606
-331
-5% -$34.6K 0.01% 717
2025
Q4 		$699K Buy
6,937
+526
+8% +$51.8K 0.01% 729
2025
Q3 		$617K Buy
6,411
+10
+0.2% +$967 0.01% 689
2025
Q2 		$591K Buy
6,401
+19
+0.3% +$1.8K 0.01% 663
2025
Q1 		$624K Buy
6,382
+11
+0.2% +$1.14K 0.01% 582
2024
Q4 		$713K Sell
6,371
-292
-4% -$33K 0.01% 553
2024
Q3 		$766K Buy
6,663
+20
+0.3% +$2.23K 0.01% 521
2024
Q2 		$671K Buy
6,643
+37
+0.6% +$3.73K 0.01% 482
2024
Q1 		$693K Buy
6,606
+199
+3% +$20.1K 0.02% 487
2023
Q4 		$660K Sell
6,407
-2,502
-28% -$236K 0.02% 463
2023
Q3 		$807K Buy
8,909
+1
+0% +$99 0.03% 384
2023
Q2 		$862K Sell
8,908
-15
-0.2% -$1.41K 0.03% 372
2023
Q1 		$882K Buy
8,923
+146
+2% +$15.3K 0.03% 326
2022
Q4 		$887K Sell
8,777
-54
-0.6% -$5.47K 0.04% 303
2022
Q3 		$796K Buy
+8,831
New +$897K 0.04% 293

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

NewEdge Wealth's FRT Position: Q2 2026 in Review

NewEdge Wealth increased its Federal Realty Investment Trust (FRT) stake by 20% in Q2 2026, buying an estimated $158K and bringing the position to 7,960 shares worth $983K. The position accounts for 0.01% of the portfolio, ranked #663.

NewEdge Wealth first reported a position in FRT in Q3 2022 and has held it in 16 quarters since. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • NewEdge Wealth held 7,960 shares of Federal Realty Investment Trust worth $983K as of Q2 2026.
  • NewEdge Wealth bought 1,354 Federal Realty Investment Trust shares in Q2 2026, an estimated $158K.
  • Federal Realty Investment Trust made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #663 holding.
  • NewEdge Wealth first reported a position in Federal Realty Investment Trust in Q3 2022 and has held it in 16 quarters since.
  • 621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.