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Steward Partners Investment Advisory’s Federal Realty Investment Trust FRT Stock Holding History

Steward Partners Investment Advisory’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 		$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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Steward Partners Investment Advisory's FRT Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Federal Realty Investment Trust (FRT) stake by 1.9% in Q1 2026, buying an estimated $32.9K and bringing the position to 16,664 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #907.

Steward Partners Investment Advisory first reported a position in FRT in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.02M in Q3 2024. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • Steward Partners Investment Advisory held 16,664 shares of Federal Realty Investment Trust worth $1.77M as of Q1 2026.
  • Steward Partners Investment Advisory bought 315 Federal Realty Investment Trust shares in Q1 2026, an estimated $32.9K.
  • Federal Realty Investment Trust made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #907 holding.
  • Steward Partners Investment Advisory first reported a position in Federal Realty Investment Trust in Q1 2018 and has held it in 33 quarters since.
  • Steward Partners Investment Advisory's Federal Realty Investment Trust position peaked at $2.02M in Q3 2024.
  • 556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.