SageView Advisory Group
FRT icon

SageView Advisory Group’s Federal Realty Investment Trust FRT Stock Holding History

SageView Advisory Group’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 		– Sell
-267
Closed -$26.9K – 1256
2025
Q4 		$26.9K Buy
+267
New +$26.3K ﹤0.01% 1334

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Northern Trust
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SageView Advisory Group's FRT Position: Q1 2026 in Review

SageView Advisory Group sold out of Federal Realty Investment Trust (FRT) in Q1 2026, closing a stake of 267 shares — an estimated $26.9K sold.

SageView Advisory Group first reported a position in FRT in Q4 2025 and held it in 1 quarter. The position peaked at $26.9K in Q4 2025. 560 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • SageView Advisory Group reported no remaining Federal Realty Investment Trust position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 267 Federal Realty Investment Trust shares in Q1 2026, an estimated $26.9K.
  • SageView Advisory Group first reported a position in Federal Realty Investment Trust in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Federal Realty Investment Trust position peaked at $26.9K in Q4 2025.
  • 560 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.