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Waverly Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Waverly Advisors’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
Q1 		$358K Buy
3,367
+613
+22% +$64.1K ﹤0.01% 1227
2025
Q4 		$278K Buy
+2,754
New +$271K ﹤0.01% 1245

Other funds holding FRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Waverly Advisors's FRT Position: Q1 2026 in Review

Waverly Advisors increased its Federal Realty Investment Trust (FRT) stake by 22% in Q1 2026, buying an estimated $64.1K and bringing the position to 3,367 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Waverly 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.

  • Waverly Advisors held 3,367 shares of Federal Realty Investment Trust worth $358K as of Q1 2026.
  • Waverly Advisors bought 613 Federal Realty Investment Trust shares in Q1 2026, an estimated $64.1K.
  • Federal Realty Investment Trust made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1227 holding.
  • Waverly 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 Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.