WA
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Waddell & Associates’s Federal Realty Investment Trust FRT Stock Holding History

Waddell & Associates’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 		$594K Buy
4,809
+498
+12% +$57.9K 0.03% 233
2026
Q1 		$458K Buy
4,311
+1,333
+45% +$139K 0.03% 256
2025
Q4 		$300K Buy
+2,978
New +$293K 0.02% 280

Other funds holding FRT

VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Waddell & Associates's FRT Position: Q2 2026 in Review

Waddell & Associates increased its Federal Realty Investment Trust (FRT) stake by 12% in Q2 2026, buying an estimated $57.9K and bringing the position to 4,809 shares worth $594K. The position accounts for 0.03% of the portfolio, ranked #233.

Waddell & Associates first reported a position in FRT in Q4 2025 and has held it in 3 quarters since. 158 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Waddell & Associates held 4,809 shares of Federal Realty Investment Trust worth $594K as of Q2 2026.
  • Waddell & Associates bought 498 Federal Realty Investment Trust shares in Q2 2026, an estimated $57.9K.
  • Federal Realty Investment Trust made up 0.03% of Waddell & Associates's portfolio in Q2 2026, its #233 holding.
  • Waddell & Associates first reported a position in Federal Realty Investment Trust in Q4 2025 and has held it in 3 quarters since.
  • 158 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.