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True Wealth Design’s Federal Realty Investment Trust FRT Stock Holding History

True Wealth Design’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 		$92.3K Buy
748
+279
+59% +$32.5K 0.02% 274
2026
Q1 		$49.8K Buy
469
+201
+75% +$21K 0.01% 405
2025
Q4 		$27K Buy
268
+126
+89% +$12.4K 0.01% 509
2025
Q3 		$14.3K Buy
142
+135
+1,929% +$13K ﹤0.01% 715
2025
Q2 		$665 Buy
+7
New +$662 ﹤0.01% 1629

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

True Wealth Design's FRT Position: Q2 2026 in Review

True Wealth Design increased its Federal Realty Investment Trust (FRT) stake by 59% in Q2 2026, buying an estimated $32.5K and bringing the position to 748 shares worth $92.3K. The position accounts for 0.02% of the portfolio, ranked #274.

True Wealth Design first reported a position in FRT in Q2 2025 and has held it in 5 quarters since. 620 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • True Wealth Design held 748 shares of Federal Realty Investment Trust worth $92.3K as of Q2 2026.
  • True Wealth Design bought 279 Federal Realty Investment Trust shares in Q2 2026, an estimated $32.5K.
  • Federal Realty Investment Trust made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #274 holding.
  • True Wealth Design first reported a position in Federal Realty Investment Trust in Q2 2025 and has held it in 5 quarters since.
  • 620 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.