Spire Wealth Management
FRT icon

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

Spire 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
Q3 		$3.36K Hold
31
– – ﹤0.01% 1896
2026
Q2 		$3.83K Buy
31
+2
+7% +$233 ﹤0.01% 1872
2026
Q1 		$3.08K Sell
29
-143
-83% -$14.9K ﹤0.01% 1949
2025
Q4 		$17.3K Sell
172
-487
-74% -$48K ﹤0.01% 1534
2025
Q3 		$66.8K Buy
659
+324
+97% +$31.3K ﹤0.01% 1140
2025
Q2 		$31.8K Buy
335
+263
+365% +$24.9K ﹤0.01% 1363
2025
Q1 		$7.04K Sell
72
-33
-31% -$3.43K ﹤0.01% 1961
2024
Q4 		$11.8K Hold
105
– – ﹤0.01% 1796
2024
Q3 		$12.1K Buy
105
+12
+13% +$1.34K ﹤0.01% 1589
2024
Q2 		$9.39K Sell
93
-1,017
-92% -$103K ﹤0.01% 1655
2024
Q1 		$113K Buy
1,110
+1,042
+1,532% +$105K ﹤0.01% 953
2023
Q4 		$6.84K Sell
68
-1
-1% -$94 ﹤0.01% 1865
2023
Q3 		$6.25K Buy
69
+6
+10% +$591 ﹤0.01% 1872
2023
Q2 		$6.1K Hold
63
– – ﹤0.01% 1953
2023
Q1 		$6.23K Hold
63
– – ﹤0.01% 1984
2022
Q4 		$6K Hold
63
– – ﹤0.01% 1773
2022
Q3 		$6K Sell
63
-1,967
-97% -$200K ﹤0.01% 1696
2022
Q2 		$194K Buy
+2,030
New +$228K 0.01% 777
2022
Q1 		– Sell
-2,115
Closed -$288K – 2653
2021
Q4 		$288K Buy
2,115
+61
+3% +$7.74K 0.01% 924
2021
Q3 		$242K Hold
2,054
– – 0.01% 848
2021
Q2 		$241K Sell
2,054
-61
-3% -$6.92K 0.01% 867
2021
Q1 		$215K Buy
+2,115
New +$204K 0.01% 1032

Other funds holding FRT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Spire Wealth Management's FRT Position: Q3 2026 in Review

Spire Wealth Management held its Federal Realty Investment Trust (FRT) position steady in Q3 2026 at 31 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

Spire Wealth Management first reported a position in FRT in Q1 2021 and has held it in 22 quarters since. The position peaked at $288K in Q4 2021. 441 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

  • Spire Wealth Management held 31 shares of Federal Realty Investment Trust worth $3.36K as of Q3 2026.
  • Spire Wealth Management left its Federal Realty Investment Trust share count unchanged in Q3 2026.
  • Federal Realty Investment Trust made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1896 holding.
  • Spire Wealth Management first reported a position in Federal Realty Investment Trust in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Federal Realty Investment Trust position peaked at $288K in Q4 2021.
  • 441 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.