RWM
FRT icon

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

Revisor Wealth Management’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 		$641K Sell
6,049
-38
-0.6% -$3.97K 0.18% 139
2025
Q4 		$618K Sell
6,087
-18
-0.3% -$1.77K 0.17% 143
2025
Q3 		$600K Buy
6,105
+530
+10% +$51.2K 0.21% 105
2025
Q2 		$534K Buy
5,575
+1,477
+36% +$140K 0.19% 125
2025
Q1 		$401K Buy
4,098
+1,990
+94% +$207K 0.18% 143
2024
Q4 		$236K Sell
2,108
-747
-26% -$84.4K 0.22% 101
2024
Q3 		$328K Sell
2,855
-85
-3% -$9.49K 0.21% 113
2024
Q2 		$297K Sell
2,940
-2,016
-41% -$203K 0.21% 117
2024
Q1 		$508K Buy
4,956
+2,577
+108% +$261K 0.23% 113
2023
Q4 		$245K Sell
2,379
-734
-24% -$69.3K 0.28% 103
2023
Q3 		$282K Buy
3,113
+492
+19% +$48.5K 0.24% 112
2023
Q2 		$254K Sell
2,621
-6
-0.2% -$564 0.23% 133
2023
Q1 		$260K Buy
+2,627
New +$275K 0.24% 128

Other funds holding FRT

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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