Parcion Private Wealth
FRT icon

Parcion Private Wealth’s Federal Realty Investment Trust FRT Stock Holding History

Parcion Private 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
Q3 		$264K Buy
2,438
+5
+0.2% +$592 0.01% 467
2026
Q2 		$300K Buy
2,433
+215
+10% +$25K 0.02% 383
2026
Q1 		$236K Sell
2,218
-217
-9% -$22.7K 0.01% 386
2025
Q4 		$245K Buy
+2,435
New +$240K 0.01% 372

Other funds holding FRT

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Chilton Capital Management
Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Parcion Private Wealth's FRT Position: Q3 2026 in Review

Parcion Private Wealth increased its Federal Realty Investment Trust (FRT) stake by 0.21% in Q3 2026, buying an estimated $592 and bringing the position to 2,438 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #467.

Parcion Private Wealth first reported a position in FRT in Q4 2025 and has held it in 4 quarters since. The position peaked at $300K in Q2 2026. 165 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

  • Parcion Private Wealth held 2,438 shares of Federal Realty Investment Trust worth $264K as of Q3 2026.
  • Parcion Private Wealth bought 5 Federal Realty Investment Trust shares in Q3 2026, an estimated $592.
  • Federal Realty Investment Trust made up 0.01% of Parcion Private Wealth's portfolio in Q3 2026, its #467 holding.
  • Parcion Private Wealth first reported a position in Federal Realty Investment Trust in Q4 2025 and has held it in 4 quarters since.
  • Parcion Private Wealth's Federal Realty Investment Trust position peaked at $300K in Q2 2026.
  • 165 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.