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SOA Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History

SOA Wealth 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 		$7.28K Buy
+59
New +$6.87K ﹤0.01% 657
2022
Q2 		– Sell
-5
Closed – – 880
2022
Q1 		$0 Hold
5
– – ﹤0.01% 934
2021
Q4 		$0 Hold
5
– – ﹤0.01% 910
2021
Q3 		$0 Buy
+5
New +$593 ﹤0.01% 924

Other funds holding FRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SOA Wealth Advisors's FRT Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 59 shares worth $7.28K. The stake represents ﹤0.01% of the portfolio and ranks #657 among its holdings. This is a return to the name: SOA Wealth Advisors previously reported a position in FRT as recently as Q1 2022.

SOA Wealth Advisors first reported a position in FRT in Q3 2021 and has held it in 4 quarters since. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • SOA Wealth Advisors held 59 shares of Federal Realty Investment Trust worth $7.28K as of Q2 2026.
  • Federal Realty Investment Trust was a new SOA Wealth Advisors position in Q2 2026.
  • Federal Realty Investment Trust made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #657 holding.
  • SOA Wealth Advisors first reported a position in Federal Realty Investment Trust in Q3 2021 and has held it in 4 quarters since.
  • 621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.