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

Sound Income Strategies’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	–	Sell	-20	Closed	-$2.12K	–	1164
2026 Q1	$2.12K	Hold	20	–	–	﹤0.01%	2132
2025 Q4	$2.07K	Hold	20	–	–	﹤0.01%	2122
2025 Q3	$1.94K	Hold	20	–	–	﹤0.01%	1348
2025 Q2	$1.9K	Hold	20	–	–	﹤0.01%	1264
2025 Q1	$1.96K	Hold	20	–	–	﹤0.01%	1238
2024 Q4	$2.24K	Hold	20	–	–	﹤0.01%	1148
2024 Q3	$2.3K	Hold	20	–	–	﹤0.01%	1107
2024 Q2	$2.02K	Hold	20	–	–	﹤0.01%	1105
2024 Q1	$2.04K	Hold	20	–	–	﹤0.01%	1056
2023 Q4	$2.06K	Hold	20	–	–	﹤0.01%	1056
2023 Q3	$1.81K	Hold	20	–	–	﹤0.01%	925
2023 Q2	$1.94K	Hold	20	–	–	﹤0.01%	890
2023 Q1	$1.98K	Hold	20	–	–	﹤0.01%	841
2022 Q4	$2.02K	Sell	20 -30	-60%	-$3.04K	﹤0.01%	766
2022 Q3	$5K	Hold	50	–	–	﹤0.01%	585
2022 Q2	$5K	Hold	50	–	–	﹤0.01%	586
2022 Q1	$6K	Hold	50	–	–	﹤0.01%	566
2021 Q4	$7K	Sell	50 -18	-26%	-$2.28K	﹤0.01%	529
2021 Q3	$8K	Hold	68	–	–	﹤0.01%	492
2021 Q2	$8K	Buy	68 +18	+36%	+$2.04K	﹤0.01%	516
2021 Q1	$5.07K	Hold	50	–	–	﹤0.01%	613
2020 Q4	$4K	Hold	50	–	–	﹤0.01%	613
2020 Q3	$4K	Hold	50	–	–	﹤0.01%	569
2020 Q2	$4K	Hold	50	–	–	﹤0.01%	532
2020 Q1	$4K	Buy	+50	New	+$5.76K	﹤0.01%	482

Other funds holding FRT

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Sound Income Strategies's FRT Position: Q2 2026 in Review

Sound Income Strategies sold out of Federal Realty Investment Trust (FRT) in Q2 2026, closing a stake of 20 shares — an estimated $2.12K sold.

Sound Income Strategies first reported a position in FRT in Q1 2020 and held it in 25 quarters. The position peaked at $8K in Q3 2021. 203 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Sound Income Strategies reported no remaining Federal Realty Investment Trust position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 20 Federal Realty Investment Trust shares in Q2 2026, an estimated $2.12K.
Sound Income Strategies first reported a position in Federal Realty Investment Trust in Q1 2020 and held it in 25 quarters.
Sound Income Strategies's Federal Realty Investment Trust position peaked at $8K in Q3 2021.
203 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.