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
Q2
$406K Buy
3,285
+630
+24% +$73.3K 0.03% 530
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: Q2 2026 in Review

Transcend Capital Advisors increased its Federal Realty Investment Trust (FRT) stake by 24% in Q2 2026, buying an estimated $73.3K and bringing the position to 3,285 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #530.

Transcend Capital Advisors first reported a position in FRT in Q4 2025 and has held it in 3 quarters since. 623 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Transcend Capital Advisors held 3,285 shares of Federal Realty Investment Trust worth $406K as of Q2 2026.
  • Transcend Capital Advisors bought 630 Federal Realty Investment Trust shares in Q2 2026, an estimated $73.3K.
  • Federal Realty Investment Trust made up 0.03% of Transcend Capital Advisors's portfolio in Q2 2026, its #530 holding.
  • Transcend Capital Advisors first reported a position in Federal Realty Investment Trust in Q4 2025 and has held it in 3 quarters since.
  • 623 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.