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

Powell Investment 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	$269K	Hold	2,183	–	–	0.09%	108
2026 Q1	$232K	Hold	2,183	–	–	0.08%	123
2025 Q4	$220K	Hold	2,183	–	–	0.08%	127
2025 Q3	$221K	Hold	2,183	–	–	0.08%	128
2025 Q2	$207K	Hold	2,183	–	–	0.08%	125
2025 Q1	$214K	Hold	2,183	–	–	0.1%	106
2024 Q4	$244K	Hold	2,183	–	–	0.11%	113
2024 Q3	$251K	Hold	2,183	–	–	0.12%	103
2024 Q2	$223K	Hold	2,183	–	–	0.12%	108
2024 Q1	$225K	Hold	2,183	–	–	0.12%	106
2023 Q4	$227K	Hold	2,183	–	–	0.13%	104
2023 Q3	$200K	Hold	2,183	–	–	0.12%	108
2023 Q2	$214K	Hold	2,183	–	–	0.12%	97
2023 Q1	$218K	Hold	2,183	–	–	0.12%	93
2022 Q4	$223K	Buy	+2,183	New	+$221K	0.13%	96
2022 Q3	–	Sell	-2,183	Closed	-$211K	–	130
2022 Q2	$211K	Hold	2,183	–	–	0.13%	101
2022 Q1	$269K	Hold	2,183	–	–	0.16%	79
2021 Q4	$300K	Hold	2,183	–	–	0.17%	77
2021 Q3	$260K	Hold	2,183	–	–	0.16%	84
2021 Q2	$258K	Hold	2,183	–	–	0.16%	88
2021 Q1	$224K	Buy	+2,183	New	+$211K	0.15%	89
2020 Q1	–	Sell	-2,500	Closed	-$324K	–	120
2019 Q4	$324K	Buy	+2,500	New	+$332K	0.34%	66

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

Powell Investment Advisors's FRT Position: Q2 2026 in Review

Powell Investment Advisors held its Federal Realty Investment Trust (FRT) position steady in Q2 2026 at 2,183 shares worth $269K. The position accounts for 0.09% of the portfolio, ranked #108.

Powell Investment Advisors first reported a position in FRT in Q4 2019 and has held it in 22 quarters since. The position peaked at $324K in Q4 2019. 622 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Powell Investment Advisors held 2,183 shares of Federal Realty Investment Trust worth $269K as of Q2 2026.
Powell Investment Advisors left its Federal Realty Investment Trust share count unchanged in Q2 2026.
Federal Realty Investment Trust made up 0.09% of Powell Investment Advisors's portfolio in Q2 2026, its #108 holding.
Powell Investment Advisors first reported a position in Federal Realty Investment Trust in Q4 2019 and has held it in 22 quarters since.
Powell Investment Advisors's Federal Realty Investment Trust position peaked at $324K in Q4 2019.
622 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.