Revisor Wealth Management
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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
Q3 		$508K Sell
4,775
-1,421
-23% -$168K 0.13% 178
2026
Q2 		$765K Buy
6,196
+147
+2% +$17.1K 0.18% 135
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

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Chilton Capital Management
Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return

Revisor Wealth Management's FRT Position: Q3 2026 in Review

Revisor Wealth Management reduced its Federal Realty Investment Trust (FRT) stake by 23% in Q3 2026, selling an estimated $168K and leaving 4,775 shares worth $508K. The position accounts for 0.13% of the portfolio, ranked #178.

Revisor Wealth Management first reported a position in FRT in Q1 2023 and has held it in 15 quarters since. The position peaked at $765K in Q2 2026. 177 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

  • Revisor Wealth Management held 4,775 shares of Federal Realty Investment Trust worth $508K as of Q3 2026.
  • Revisor Wealth Management sold 1,421 Federal Realty Investment Trust shares in Q3 2026, an estimated $168K.
  • Federal Realty Investment Trust made up 0.13% of Revisor Wealth Management's portfolio in Q3 2026, its #178 holding.
  • Revisor Wealth Management first reported a position in Federal Realty Investment Trust in Q1 2023 and has held it in 15 quarters since.
  • Revisor Wealth Management's Federal Realty Investment Trust position peaked at $765K in Q2 2026.
  • 177 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Revisor Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.