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Pension & Wealth Management Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Pension & Wealth Management 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 		$115K Buy
930
+7
+0.8% +$814 0.03% 233
2026
Q1 		$98.1K Buy
923
+31
+3% +$3.24K 0.03% 240
2025
Q4 		$90K Buy
892
+7
+0.8% +$689 0.03% 242
2025
Q3 		$89.7K Buy
885
+439
+98% +$42.4K 0.03% 217
2025
Q2 		$42.4K Buy
446
+23
+5% +$2.17K 0.01% 278
2025
Q1 		$41.4K Buy
+423
New +$44K 0.02% 277

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pension & Wealth Management Advisors's FRT Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Federal Realty Investment Trust (FRT) stake by 0.76% in Q2 2026, buying an estimated $814 and bringing the position to 930 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #233.

Pension & Wealth Management Advisors first reported a position in FRT in Q1 2025 and has held it in 6 quarters since. 584 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Pension & Wealth Management Advisors held 930 shares of Federal Realty Investment Trust worth $115K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 7 Federal Realty Investment Trust shares in Q2 2026, an estimated $814.
  • Federal Realty Investment Trust made up 0.03% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #233 holding.
  • Pension & Wealth Management Advisors first reported a position in Federal Realty Investment Trust in Q1 2025 and has held it in 6 quarters since.
  • 584 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.