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
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

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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 $653B AUM 32.41% 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