Pinnacle Wealth Planning Services’s Federal Realty Investment Trust FRT Stock Holding History

Pinnacle Wealth Planning Services’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	$36.3K	Buy	294 +6	+2%	+$698	﹤0.01%	1494
2026 Q1	$30.6K	Buy	288 +10	+4%	+$1.04K	﹤0.01%	1478
2025 Q4	$28K	Buy	+278	New	+$27.4K	﹤0.01%	1557
2021 Q1	–	Sell	-605	Closed	-$51K	–	948
2020 Q4	$51K	Buy	+605	New	+$50.3K	0.01%	783

Other funds holding FRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pinnacle Wealth Planning Services's FRT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Federal Realty Investment Trust (FRT) stake by 2.1% in Q2 2026, buying an estimated $698 and bringing the position to 294 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Pinnacle Wealth Planning Services first reported a position in FRT in Q4 2020 and has held it in 4 quarters since. The position peaked at $51K in Q4 2020. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Pinnacle Wealth Planning Services held 294 shares of Federal Realty Investment Trust worth $36.3K as of Q2 2026.
Pinnacle Wealth Planning Services bought 6 Federal Realty Investment Trust shares in Q2 2026, an estimated $698.
Federal Realty Investment Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1494 holding.
Pinnacle Wealth Planning Services first reported a position in Federal Realty Investment Trust in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's Federal Realty Investment Trust position peaked at $51K in Q4 2020.
621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.