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

Rialto 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
Q2 		$2.72K Buy
22
+7
+47% +$814 ﹤0.01% 1002
2026
Q1 		$1.59K Buy
15
+10
+200% +$1.04K ﹤0.01% 952
2025
Q4 		$504 Buy
+5
New +$492 ﹤0.01% 1274
2025
Q3 		– Sell
-6
Closed -$570 – 1735
2025
Q2 		$570 Buy
6
+1
+20% +$95 ﹤0.01% 1083
2025
Q1 		$490 Buy
+5
New +$520 ﹤0.01% 875

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

Rialto Wealth Management's FRT Position: Q2 2026 in Review

Rialto Wealth Management increased its Federal Realty Investment Trust (FRT) stake by 47% in Q2 2026, buying an estimated $814 and bringing the position to 22 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Rialto Wealth Management first reported a position in FRT in Q1 2025 and has held it in 5 quarters since. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Rialto Wealth Management held 22 shares of Federal Realty Investment Trust worth $2.72K as of Q2 2026.
  • Rialto Wealth Management bought 7 Federal Realty Investment Trust shares in Q2 2026, an estimated $814.
  • Federal Realty Investment Trust made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1002 holding.
  • Rialto Wealth Management first reported a position in Federal Realty Investment Trust in Q1 2025 and has held it in 5 quarters since.
  • 621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.