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Private Wealth Management Group’s Federal Realty Investment Trust FRT Stock Holding History

Private Wealth Management Group’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 		$124 Hold
1
– – ﹤0.01% 1435
2026
Q1 		$107 Hold
1
– – ﹤0.01% 1409
2025
Q4 		$101 Hold
1
– – ﹤0.01% 1451
2025
Q3 		$102 Sell
1
-1
-50% -$97 ﹤0.01% 1466
2025
Q2 		$190 Buy
+2
New +$189 ﹤0.01% 1455

Other funds holding FRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Private Wealth Management Group's FRT Position: Q2 2026 in Review

Private Wealth Management Group held its Federal Realty Investment Trust (FRT) position steady in Q2 2026 at 1 share worth $124. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Private Wealth Management Group first reported a position in FRT in Q2 2025 and has held it in 5 quarters since. The position peaked at $190 in Q2 2025. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Private Wealth Management Group held 1 share of Federal Realty Investment Trust worth $124 as of Q2 2026.
  • Private Wealth Management Group left its Federal Realty Investment Trust share count unchanged in Q2 2026.
  • Federal Realty Investment Trust made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1435 holding.
  • Private Wealth Management Group first reported a position in Federal Realty Investment Trust in Q2 2025 and has held it in 5 quarters since.
  • Private Wealth Management Group's Federal Realty Investment Trust position peaked at $190 in Q2 2025.
  • 621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.