PFW Advisors
FRT icon

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

PFW 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
Q3 		$1.15M Sell
10,582
-41
-0.4% -$4.85K 0.34% 57
2026
Q2 		$1.31M Sell
10,623
-335
-3% -$39K 0.38% 49
2026
Q1 		$1.16M Buy
+10,958
New +$1.15M 0.37% 55

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Chilton Capital Management
Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return

PFW Advisors's FRT Position: Q3 2026 in Review

PFW Advisors reduced its Federal Realty Investment Trust (FRT) stake by 0.39% in Q3 2026, selling an estimated $4.85K and leaving 10,582 shares worth $1.15M. The position accounts for 0.34% of the portfolio, ranked #57.

PFW Advisors first reported a position in FRT in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.31M in Q2 2026. 177 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

  • PFW Advisors held 10,582 shares of Federal Realty Investment Trust worth $1.15M as of Q3 2026.
  • PFW Advisors sold 41 Federal Realty Investment Trust shares in Q3 2026, an estimated $4.85K.
  • Federal Realty Investment Trust made up 0.34% of PFW Advisors's portfolio in Q3 2026, its #57 holding.
  • PFW Advisors first reported a position in Federal Realty Investment Trust in Q1 2026 and has held it in 3 quarters since.
  • PFW Advisors's Federal Realty Investment Trust position peaked at $1.31M in Q2 2026.
  • 177 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.