Transcend Capital Advisors’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
Q1
$282K Buy
2,655
+166
+7% +$17.3K 0.02% 565
2025
Q4
$251K Buy
+2,489
New +$245K 0.02% 586

Other funds holding FRT

Transcend Capital Advisors's FRT Position: Q1 2026 in Review

Transcend Capital Advisors increased its Federal Realty Investment Trust (FRT) stake by 6.7% in Q1 2026, buying an estimated $17.3K and bringing the position to 2,655 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #565.

Transcend Capital Advisors first reported a position in FRT in Q4 2025 and has held it in 2 quarters since. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • Transcend Capital Advisors held 2,655 shares of Federal Realty Investment Trust worth $282K as of Q1 2026.
  • Transcend Capital Advisors bought 166 Federal Realty Investment Trust shares in Q1 2026, an estimated $17.3K.
  • Federal Realty Investment Trust made up 0.02% of Transcend Capital Advisors's portfolio in Q1 2026, its #565 holding.
  • Transcend Capital Advisors first reported a position in Federal Realty Investment Trust in Q4 2025 and has held it in 2 quarters since.
  • 556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.