Principia Wealth Advisory’s Federal Realty Investment Trust FRT Stock Holding History

Principia Wealth Advisory’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	$988	Hold	8	–	–	﹤0.01%	763
2026 Q1	$850	Hold	8	–	–	﹤0.01%	744
2025 Q4	$806	Hold	8	–	–	﹤0.01%	729
2025 Q3	$810	Hold	8	–	–	﹤0.01%	704
2025 Q2	$760	Buy	8 +4	+100%	+$378	﹤0.01%	643
2025 Q1	$362	Buy	+4	New	+$416	﹤0.01%	654

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

Principia Wealth Advisory's FRT Position: Q2 2026 in Review

Principia Wealth Advisory held its Federal Realty Investment Trust (FRT) position steady in Q2 2026 at 8 shares worth $988. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Principia Wealth Advisory first reported a position in FRT in Q1 2025 and has held it in 6 quarters since. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Principia Wealth Advisory held 8 shares of Federal Realty Investment Trust worth $988 as of Q2 2026.
Principia Wealth Advisory left its Federal Realty Investment Trust share count unchanged in Q2 2026.
Federal Realty Investment Trust made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #763 holding.
Principia Wealth Advisory first reported a position in Federal Realty Investment Trust in Q1 2025 and has held it in 6 quarters since.
621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.