Steward Partners Investment Advisory’s Federal Realty Investment Trust FRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.31M | Buy |
18,677
+2,013
| +12% | +$234K | 0.01% | 857 |
|
|
2026
Q1 | $1.77M | Buy |
16,664
+315
| +2% | +$32.9K | 0.01% | 907 |
|
|
2025
Q4 | $1.65M | Sell |
16,349
-548
| -3% | -$54K | 0.01% | 866 |
|
|
2025
Q3 | $1.71M | Buy |
16,897
+861
| +5% | +$83.2K | 0.01% | 833 |
|
|
2025
Q2 | $1.52M | Buy |
16,036
+9
| +0.1% | +$851 | 0.01% | 815 |
|
|
2025
Q1 | $1.57M | Sell |
16,027
-1,366
| -8% | -$142K | 0.01% | 745 |
|
|
2024
Q4 | $1.95M | Sell |
17,393
-182
| -1% | -$20.6K | 0.02% | 648 |
|
|
2024
Q3 | $2.02M | Buy |
17,575
+2,824
| +19% | +$315K | 0.02% | 625 |
|
|
2024
Q2 | $1.49M | Sell |
14,751
-886
| -6% | -$89.4K | 0.02% | 676 |
|
|
2024
Q1 | $1.6M | Sell |
15,637
-154
| -1% | -$15.6K | 0.02% | 645 |
|
|
2023
Q4 | $1.63M | Buy |
15,791
+73
| +0.5% | +$6.89K | 0.02% | 563 |
|
|
2023
Q3 | $1.42M | Sell |
15,718
-440
| -3% | -$43.4K | 0.02% | 556 |
|
|
2023
Q2 | $1.56M | Sell |
16,158
-121
| -0.7% | -$11.4K | 0.02% | 545 |
|
|
2023
Q1 | $1.61M | Sell |
16,279
-485
| -3% | -$50.7K | 0.03% | 530 |
|
|
2022
Q4 | $1.69M | Sell |
16,764
-151
| -0.9% | -$15.3K | 0.03% | 506 |
|
|
2022
Q3 | $1.52M | Buy |
16,915
+1,562
| +10% | +$159K | 0.03% | 510 |
|
|
2022
Q2 | $1.47M | Buy |
15,353
+401
| +3% | +$45K | 0.03% | 528 |
|
|
2022
Q1 | $1.82M | Buy |
14,952
+395
| +3% | +$48.6K | 0.03% | 503 |
|
|
2021
Q4 | $1.98M | Buy |
14,557
+81
| +0.6% | +$10.3K | 0.03% | 495 |
|
|
2021
Q3 | $1.71M | Buy |
14,476
+278
| +2% | +$33K | 0.03% | 497 |
|
|
2021
Q2 | $1.66M | Sell |
14,198
-227
| -2% | -$25.8K | 0.03% | 502 |
|
|
2021
Q1 | $1.46M | Buy |
14,425
+893
| +7% | +$86.1K | 0.03% | 518 |
|
|
2020
Q4 | $1.15M | Buy |
13,532
+3,079
| +29% | +$256K | 0.03% | 519 |
|
|
2020
Q3 | $768K | Buy |
10,453
+4,356
| +71% | +$343K | 0.02% | 553 |
|
|
2020
Q2 | $519K | Buy |
6,097
+550
| +10% | +$44.4K | 0.01% | 616 |
|
|
2020
Q1 | $413K | Buy |
5,547
+782
| +16% | +$90K | 0.02% | 606 |
|
|
2019
Q4 | $613K | Buy |
4,765
+245
| +5% | +$32.6K | 0.02% | 575 |
|
|
2019
Q3 | $615K | Buy |
4,520
+161
| +4% | +$21.2K | 0.02% | 532 |
|
|
2019
Q2 | $561K | Buy |
4,359
+51
| +1% | +$6.77K | 0.02% | 528 |
|
|
2019
Q1 | $593K | Buy |
4,308
+171
| +4% | +$22.4K | 0.03% | 472 |
|
|
2018
Q4 | $488K | Buy |
4,137
+294
| +8% | +$36.9K | 0.02% | 495 |
|
|
2018
Q3 | $486K | Buy |
3,843
+465
| +14% | +$59.1K | 0.02% | 510 |
|
|
2018
Q2 | $428K | Buy |
3,378
+142
| +4% | +$16.8K | 0.03% | 497 |
|
|
2018
Q1 | $375K | Buy |
+3,236
| New | +$382K | 0.03% | 481 |
|
Other funds holding FRT
Steward Partners Investment Advisory's FRT Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Federal Realty Investment Trust (FRT) stake by 12% in Q2 2026, buying an estimated $234K and bringing the position to 18,677 shares worth $2.31M. The position accounts for 0.01% of the portfolio, ranked #857.
Steward Partners Investment Advisory first reported a position in FRT in Q1 2018 and has held it in 34 quarters since. 623 funds tracked by Wall St. Rank hold FRT as of Q2 2026.
- Steward Partners Investment Advisory held 18,677 shares of Federal Realty Investment Trust worth $2.31M as of Q2 2026.
- Steward Partners Investment Advisory bought 2,013 Federal Realty Investment Trust shares in Q2 2026, an estimated $234K.
- Federal Realty Investment Trust made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #857 holding.
- Steward Partners Investment Advisory first reported a position in Federal Realty Investment Trust in Q1 2018 and has held it in 34 quarters since.
- 623 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.