Physician Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Physician Wealth 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	$6.79K	Buy	55 +34	+162%	+$3.96K	﹤0.01%	988
2026 Q1	$2.23K	Hold	21	–	–	﹤0.01%	1302
2025 Q4	$2.12K	Buy	21 +5	+31%	+$492	﹤0.01%	1270
2025 Q3	$1.62K	Buy	+16	New	+$1.55K	﹤0.01%	1318

Other funds holding FRT

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 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Physician Wealth Advisors's FRT Position: Q2 2026 in Review

Physician Wealth Advisors increased its Federal Realty Investment Trust (FRT) stake by 162% in Q2 2026, buying an estimated $3.96K and bringing the position to 55 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Physician Wealth Advisors first reported a position in FRT in Q3 2025 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Physician Wealth Advisors held 55 shares of Federal Realty Investment Trust worth $6.79K as of Q2 2026.
Physician Wealth Advisors bought 34 Federal Realty Investment Trust shares in Q2 2026, an estimated $3.96K.
Federal Realty Investment Trust made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #988 holding.
Physician Wealth Advisors first reported a position in Federal Realty Investment Trust in Q3 2025 and has held it in 4 quarters since.
98 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.