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

Prevail Innovative 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	$6.86M	Buy	55,595 +4,054	+8%	+$472K	1.02%	35
2026 Q1	$5.47M	Buy	51,541 +3,105	+6%	+$325K	0.92%	43
2025 Q4	$4.88M	Buy	48,436 +2,108	+5%	+$208K	0.87%	34
2025 Q3	$4.69M	Buy	46,328 +9,160	+25%	+$885K	0.91%	30
2025 Q2	$3.53M	Buy	+37,168	New	+$3.51M	0.79%	42

Other funds holding FRT

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Prevail Innovative Wealth Advisors's FRT Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Federal Realty Investment Trust (FRT) stake by 7.9% in Q2 2026, buying an estimated $472K and bringing the position to 55,595 shares worth $6.86M. The position accounts for 1.02% of the portfolio, ranked #35.

Prevail Innovative Wealth Advisors first reported a position in FRT in Q2 2025 and has held it in 5 quarters since. 203 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Prevail Innovative Wealth Advisors held 55,595 shares of Federal Realty Investment Trust worth $6.86M as of Q2 2026.
Prevail Innovative Wealth Advisors bought 4,054 Federal Realty Investment Trust shares in Q2 2026, an estimated $472K.
Federal Realty Investment Trust made up 1.02% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Prevail Innovative Wealth Advisors first reported a position in Federal Realty Investment Trust in Q2 2025 and has held it in 5 quarters since.
203 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

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