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 Q3	$80.6K	Sell	744 -4	-0.5%	-$473	0.02%	346
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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

True Wealth Design's FRT Position: Q3 2026 in Review

True Wealth Design reduced its Federal Realty Investment Trust (FRT) stake by 0.53% in Q3 2026, selling an estimated $473 and leaving 744 shares worth $80.6K. The position accounts for 0.02% of the portfolio, ranked #346.

True Wealth Design first reported a position in FRT in Q2 2025 and has held it in 6 quarters since. The position peaked at $92.3K in Q2 2026. 46 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

True Wealth Design held 744 shares of Federal Realty Investment Trust worth $80.6K as of Q3 2026.
True Wealth Design sold 4 Federal Realty Investment Trust shares in Q3 2026, an estimated $473.
Federal Realty Investment Trust made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #346 holding.
True Wealth Design first reported a position in Federal Realty Investment Trust in Q2 2025 and has held it in 6 quarters since.
True Wealth Design's Federal Realty Investment Trust position peaked at $92.3K in Q2 2026.
46 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.