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

SHP 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	$370	Buy	+3	New	+$349	﹤0.01%	1798

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 $3.37T AUM 44.26% 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

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

SHP Wealth Management opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 3 shares worth $370. The stake represents ﹤0.01% of the portfolio and ranks #1798 among its holdings.

620 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

SHP Wealth Management held 3 shares of Federal Realty Investment Trust worth $370 as of Q2 2026.
Federal Realty Investment Trust was a new SHP Wealth Management position in Q2 2026.
Federal Realty Investment Trust made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1798 holding.
620 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

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