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Riversedge Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Riversedge 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
Q3 		– Sell
-1,756
Closed -$217K – 383
2026
Q2 		$217K Buy
+1,756
New +$204K 0.03% 294

Other funds holding FRT

PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Riversedge Advisors's FRT Position: Q3 2026 in Review

Riversedge Advisors sold out of Federal Realty Investment Trust (FRT) in Q3 2026, closing a stake of 1,756 shares — an estimated $217K sold.

Riversedge Advisors first reported a position in FRT in Q2 2026 and held it in 1 quarter. The position peaked at $217K in Q2 2026. 15 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

  • Riversedge Advisors reported no remaining Federal Realty Investment Trust position as of Q3 2026 after selling out during the quarter.
  • Riversedge Advisors sold 1,756 Federal Realty Investment Trust shares in Q3 2026, an estimated $217K.
  • Riversedge Advisors first reported a position in Federal Realty Investment Trust in Q2 2026 and held it in 1 quarter.
  • Riversedge Advisors's Federal Realty Investment Trust position peaked at $217K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.