Root Financial Partners
FRT icon

Root Financial Partners’s Federal Realty Investment Trust FRT Stock Holding History

Root Financial Partners’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 		$40K Buy
+369
New +$43.7K ﹤0.01% 1196
2026
Q2 		– Sell
-216
Closed -$22.9K – 1437
2026
Q1 		$22.9K Buy
216
+211
+4,220% +$22.1K ﹤0.01% 1242
2025
Q4 		$504 Buy
+5
New +$492 ﹤0.01% 2207

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Root Financial Partners's FRT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Federal Realty Investment Trust (FRT) in Q3 2026: 369 shares worth $40K. The stake represents ﹤0.01% of the portfolio and ranks #1196 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FRT as recently as Q1 2026.

Root Financial Partners first reported a position in FRT in Q4 2025 and has held it in 3 quarters since. 423 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

  • Root Financial Partners held 369 shares of Federal Realty Investment Trust worth $40K as of Q3 2026.
  • Federal Realty Investment Trust was a new Root Financial Partners position in Q3 2026.
  • Federal Realty Investment Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1196 holding.
  • Root Financial Partners first reported a position in Federal Realty Investment Trust in Q4 2025 and has held it in 3 quarters since.
  • 423 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.