Sound Financial Strategies Group’s Federal Realty Investment Trust FRT Stock Holding History

Sound Financial Strategies 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	$287K	Sell	2,703 -4,088	-60%	-$427K	0.2%	78
2025 Q4	$685K	Sell	6,791 -712	-9%	-$70.1K	0.48%	56
2025 Q3	$760K	Buy	7,503 +285	+4%	+$27.5K	0.55%	49
2025 Q2	$686K	Buy	7,218 +237	+3%	+$22.4K	0.58%	73
2025 Q1	$683K	Sell	6,981 -947	-12%	-$98.4K	0.61%	71
2024 Q4	$888K	Buy	+7,928	New	+$896K	0.74%	19
2023 Q1	–	Sell	-9,912	Closed	-$1M	–	69
2022 Q4	$1M	Buy	+9,912	New	+$1M	0.73%	37
2022 Q2	–	Sell	-13,135	Closed	-$1.6M	–	57
2022 Q1	$1.6M	Buy	+13,135	New	+$1.62M	0.89%	33
2020 Q4	–	Sell	-10,002	Closed	-$735K	–	95
2020 Q3	$735K	Sell	10,002 -180	-2%	-$14.2K	0.47%	25
2020 Q2	$868K	Sell	10,182 -44	-0.4%	-$3.55K	0.56%	19
2020 Q1	$763K	Sell	10,226 -3,223	-24%	-$371K	0.52%	14
2019 Q4	$1.73M	Buy	+13,449	New	+$1.79M	1.1%	27

Other funds holding FRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Sound Financial Strategies Group's FRT Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its Federal Realty Investment Trust (FRT) stake by 60% in Q1 2026, selling an estimated $427K and leaving 2,703 shares worth $287K. The position accounts for 0.2% of the portfolio, ranked #78.

Sound Financial Strategies Group first reported a position in FRT in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.73M in Q4 2019. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

Sound Financial Strategies Group held 2,703 shares of Federal Realty Investment Trust worth $287K as of Q1 2026.
Sound Financial Strategies Group sold 4,088 Federal Realty Investment Trust shares in Q1 2026, an estimated $427K.
Federal Realty Investment Trust made up 0.2% of Sound Financial Strategies Group's portfolio in Q1 2026, its #78 holding.
Sound Financial Strategies Group first reported a position in Federal Realty Investment Trust in Q4 2019 and has held it in 12 quarters since.
Sound Financial Strategies Group's Federal Realty Investment Trust position peaked at $1.73M in Q4 2019.
556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.