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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
Q2 		$472K Buy
3,820
+453
+13% +$52.7K ﹤0.01% 1204
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 $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 $3.38T AUM 44.17% 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

Waverly Advisors's FRT Position: Q2 2026 in Review

Waverly Advisors increased its Federal Realty Investment Trust (FRT) stake by 13% in Q2 2026, buying an estimated $52.7K and bringing the position to 3,820 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Waverly 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.

  • Waverly Advisors held 3,820 shares of Federal Realty Investment Trust worth $472K as of Q2 2026.
  • Waverly Advisors bought 453 Federal Realty Investment Trust shares in Q2 2026, an estimated $52.7K.
  • Federal Realty Investment Trust made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1204 holding.
  • Waverly 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 Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.