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

Provenance 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	$617	Buy	+5	New	+$582	﹤0.01%	556

Other funds holding FRT

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Provenance Wealth Advisors's FRT Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 5 shares worth $617. The stake represents ﹤0.01% of the portfolio and ranks #556 among its holdings.

195 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Provenance Wealth Advisors held 5 shares of Federal Realty Investment Trust worth $617 as of Q2 2026.
Federal Realty Investment Trust was a new Provenance Wealth Advisors position in Q2 2026.
Federal Realty Investment Trust made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #556 holding.
195 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.