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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Powell Investment Advisors's FRT Position: Q1 2026 in Review

Powell Investment Advisors held its Federal Realty Investment Trust (FRT) position steady in Q1 2026 at 2,183 shares worth $232K. The position accounts for 0.08% of the portfolio, ranked #123.

Powell Investment Advisors first reported a position in FRT in Q4 2019 and has held it in 21 quarters since. The position peaked at $324K in Q4 2019. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • Powell Investment Advisors held 2,183 shares of Federal Realty Investment Trust worth $232K as of Q1 2026.
  • Powell Investment Advisors left its Federal Realty Investment Trust share count unchanged in Q1 2026.
  • Federal Realty Investment Trust made up 0.08% of Powell Investment Advisors's portfolio in Q1 2026, its #123 holding.
  • Powell Investment Advisors first reported a position in Federal Realty Investment Trust in Q4 2019 and has held it in 21 quarters since.
  • Powell Investment Advisors's Federal Realty Investment Trust position peaked at $324K in Q4 2019.
  • 556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.