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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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFW Advisors's FRT Position: Q2 2026 in Review

PFW Advisors reduced its Federal Realty Investment Trust (FRT) stake by 3.1% in Q2 2026, selling an estimated $39K and leaving 10,623 shares worth $1.31M. The position accounts for 0.38% of the portfolio, ranked #49.

PFW Advisors first reported a position in FRT in Q1 2026 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • PFW Advisors held 10,623 shares of Federal Realty Investment Trust worth $1.31M as of Q2 2026.
  • PFW Advisors sold 335 Federal Realty Investment Trust shares in Q2 2026, an estimated $39K.
  • Federal Realty Investment Trust made up 0.38% of PFW Advisors's portfolio in Q2 2026, its #49 holding.
  • PFW Advisors first reported a position in Federal Realty Investment Trust in Q1 2026 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.