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Waypoint Wealth Counsel’s Federal Realty Investment Trust FRT Stock Holding History

Waypoint Wealth Counsel’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 		$239K Sell
1,939
-906
-32% -$105K 0.15% 118
2026
Q1 		$302K Sell
2,845
-439
-13% -$45.9K 0.16% 141
2025
Q4 		$331K Buy
3,284
+977
+42% +$96.2K 0.12% 174
2025
Q3 		$234K Buy
+2,307
New +$223K 0.09% 219

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

Waypoint Wealth Counsel's FRT Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Federal Realty Investment Trust (FRT) stake by 32% in Q2 2026, selling an estimated $105K and leaving 1,939 shares worth $239K. The position accounts for 0.15% of the portfolio, ranked #118.

Waypoint Wealth Counsel first reported a position in FRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $331K in Q4 2025. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Waypoint Wealth Counsel held 1,939 shares of Federal Realty Investment Trust worth $239K as of Q2 2026.
  • Waypoint Wealth Counsel sold 906 Federal Realty Investment Trust shares in Q2 2026, an estimated $105K.
  • Federal Realty Investment Trust made up 0.15% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #118 holding.
  • Waypoint Wealth Counsel first reported a position in Federal Realty Investment Trust in Q3 2025 and has held it in 4 quarters since.
  • Waypoint Wealth Counsel's Federal Realty Investment Trust position peaked at $331K in Q4 2025.
  • 621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.