Sequoia Financial Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Sequoia Financial 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 Q2	$476K	Sell	3,859 -36	-0.9%	-$4.19K	﹤0.01%	1367
2026 Q1	$414K	Sell	3,895 -292	-7%	-$30.5K	﹤0.01%	1386
2025 Q4	$422K	Buy	+4,187	New	+$412K	﹤0.01%	1374
2023 Q3	–	Sell	-2,078	Closed	-$201K	–	979
2023 Q2	$201K	Buy	+2,078	New	+$195K	﹤0.01%	865
2023 Q1	–	Sell	-2,001	Closed	-$202K	–	852
2022 Q4	$202K	Buy	+2,001	New	+$203K	0.01%	731
2022 Q2	–	Sell	-2,000	Closed	-$244K	–	622
2022 Q1	$244K	Buy	+2,000	New	+$246K	0.01%	562

Other funds holding FRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sequoia Financial Advisors's FRT Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Federal Realty Investment Trust (FRT) stake by 0.92% in Q2 2026, selling an estimated $4.19K and leaving 3,859 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

Sequoia Financial Advisors first reported a position in FRT in Q1 2022 and has held it in 6 quarters since. 623 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Sequoia Financial Advisors held 3,859 shares of Federal Realty Investment Trust worth $476K as of Q2 2026.
Sequoia Financial Advisors sold 36 Federal Realty Investment Trust shares in Q2 2026, an estimated $4.19K.
Federal Realty Investment Trust made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1367 holding.
Sequoia Financial Advisors first reported a position in Federal Realty Investment Trust in Q1 2022 and has held it in 6 quarters since.
623 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.