Toth Financial Advisory
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Toth Financial Advisory’s Federal Realty Investment Trust FRT Stock Holding History

Toth Financial 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
Q3 		$37K Buy
342
+10
+3% +$1.18K ﹤0.01% 413
2026
Q2 		$41K Hold
332
– – ﹤0.01% 409
2026
Q1 		$35.3K Hold
332
– – ﹤0.01% 407
2025
Q4 		$33.5K Hold
332
– – ﹤0.01% 411
2025
Q3 		$33.6K Hold
332
– – ﹤0.01% 406
2025
Q2 		$31.5K Buy
332
+5
+2% +$473 ﹤0.01% 375
2025
Q1 		$32K Hold
327
– – ﹤0.01% 341
2024
Q4 		$36.6K Buy
327
+1
+0.3% +$113 ﹤0.01% 332
2024
Q3 		$37.5K Buy
326
+5
+2% +$558 ﹤0.01% 323
2024
Q2 		$32.4K Buy
321
+1
+0.3% +$101 ﹤0.01% 337
2024
Q1 		$32.7K Hold
320
– – ﹤0.01% 338
2023
Q4 		$33K Hold
320
– – ﹤0.01% 330
2023
Q3 		$29K Hold
320
– – ﹤0.01% 319
2023
Q2 		$31K Sell
320
-10
-3% -$940 ﹤0.01% 327
2023
Q1 		$32.6K Buy
330
+10
+3% +$1.05K 0.01% 325
2022
Q4 		$32.3K Sell
320
-140
-30% -$14.2K 0.01% 331
2022
Q3 		$41K Sell
460
-74
-14% -$7.52K 0.01% 291
2022
Q2 		$51K Buy
534
+2
+0.4% +$225 0.01% 269
2022
Q1 		$65K Buy
+532
New +$65.5K 0.01% 263
2021
Q4 		– Sell
-842
Closed -$99K – 781
2021
Q3 		$99K Buy
842
+5
+0.6% +$593 0.02% 241
2021
Q2 		$98K Buy
837
+87
+12% +$9.9K 0.02% 221
2021
Q1 		$76K Buy
750
+527
+236% +$50.8K 0.01% 256
2020
Q4 		$19K Buy
223
+102
+84% +$8.49K ﹤0.01% 349
2020
Q3 		$9K Buy
121
+64
+112% +$5.05K ﹤0.01% 378
2020
Q2 		$5K Buy
57
+7
+14% +$565 ﹤0.01% 408
2020
Q1 		$4K Hold
50
– – ﹤0.01% 347
2019
Q4 		$6K Hold
50
– – ﹤0.01% 346
2019
Q3 		$7K Buy
+50
New +$6.59K ﹤0.01% 337

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

Toth Financial Advisory's FRT Position: Q3 2026 in Review

Toth Financial Advisory increased its Federal Realty Investment Trust (FRT) stake by 3% in Q3 2026, buying an estimated $1.18K and bringing the position to 342 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Toth Financial Advisory first reported a position in FRT in Q3 2019 and has held it in 28 quarters since. The position peaked at $99K in Q3 2021. 423 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

  • Toth Financial Advisory held 342 shares of Federal Realty Investment Trust worth $37K as of Q3 2026.
  • Toth Financial Advisory bought 10 Federal Realty Investment Trust shares in Q3 2026, an estimated $1.18K.
  • Federal Realty Investment Trust made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #413 holding.
  • Toth Financial Advisory first reported a position in Federal Realty Investment Trust in Q3 2019 and has held it in 28 quarters since.
  • Toth Financial Advisory's Federal Realty Investment Trust position peaked at $99K in Q3 2021.
  • 423 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.