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Transamerica Financial Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Transamerica Financial Advisors’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 		$370 Buy
3
+2
+200% +$233 ﹤0.01% 1754
2026
Q1 		$106 Hold
1
– – ﹤0.01% 1730
2025
Q4 		$101 Buy
+1
New +$98 ﹤0.01% 1657
2021
Q2 		– Sell
-16
Closed -$2K – 222
2021
Q1 		$2K Buy
16
+1
+7% +$96 0.05% 81
2020
Q4 		$2K Buy
15
+2
+15% +$166 0.04% 81
2020
Q3 		$1K Buy
+13
New +$1.02K 0.02% 153
2020
Q2 		– Sell
-10
Closed -$1K – 526
2020
Q1 		$1K Buy
10
+2
+25% +$230 0.02% 86
2019
Q4 		$2K Sell
8
-1
-11% -$133 0.03% 63
2019
Q3 		$2K Buy
+9
New +$1.19K 0.03% 64
2019
Q2 		– Sell
-8
Closed -$2K – 569
2019
Q1 		$2K Sell
8
-1
-11% -$131 0.01% 60
2018
Q4 		$1K Buy
9
+1
+13% +$126 ﹤0.01% 415
2018
Q3 		$1K Hold
8
– – ﹤0.01% 420
2018
Q2 		$1K Hold
8
– – ﹤0.01% 382
2018
Q1 		$1K Hold
8
– – ﹤0.01% 367
2017
Q4 		$1K Buy
8
+1
+14% +$129 ﹤0.01% 349
2017
Q3 		$1K Hold
7
– – ﹤0.01% 347
2017
Q2 		$1K Buy
7
+1
+17% +$129 ﹤0.01% 318
2017
Q1 		$1K Hold
6
– – ﹤0.01% 314
2016
Q4 		$1K Hold
6
– – ﹤0.01% 350
2016
Q3 		$1K Hold
6
– – ﹤0.01% 359
2016
Q2 		$1K Buy
+6
New +$934 ﹤0.01% 326

Other funds holding FRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Transamerica Financial Advisors's FRT Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Federal Realty Investment Trust (FRT) stake by 200% in Q2 2026, buying an estimated $233 and bringing the position to 3 shares worth $370. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Transamerica Financial Advisors first reported a position in FRT in Q2 2016 and has held it in 21 quarters since. The position peaked at $2K in Q1 2021. 618 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Transamerica Financial Advisors held 3 shares of Federal Realty Investment Trust worth $370 as of Q2 2026.
  • Transamerica Financial Advisors bought 2 Federal Realty Investment Trust shares in Q2 2026, an estimated $233.
  • Federal Realty Investment Trust made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1754 holding.
  • Transamerica Financial Advisors first reported a position in Federal Realty Investment Trust in Q2 2016 and has held it in 21 quarters since.
  • Transamerica Financial Advisors's Federal Realty Investment Trust position peaked at $2K in Q1 2021.
  • 618 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.