Wealth Enhancement Advisory Services
FRT icon

Wealth Enhancement Advisory Services’s Federal Realty Investment Trust FRT Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.37M Buy
51,760
+11,208
+28% +$1.3M 0.01% 965
2026
Q1 		$3.75M Buy
40,552
+9,432
+30% +$986K 0.01% 1047
2025
Q4 		$3.15M Buy
31,120
+15,329
+97% +$1.51M ﹤0.01% 1255
2025
Q3 		$1.54M Buy
15,791
+10,021
+174% +$969K ﹤0.01% 1599
2025
Q2 		$553K Buy
5,770
+2,928
+103% +$277K ﹤0.01% 2153
2025
Q1 		$278K Sell
2,842
-421
-13% -$43.7K ﹤0.01% 2514
2024
Q4 		$365K Buy
+3,263
New +$369K ﹤0.01% 2217

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State Street
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Norges Bank
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Vanguard Capital Management
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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

Wealth Enhancement Advisory Services's FRT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Federal Realty Investment Trust (FRT) stake by 28% in Q2 2026, buying an estimated $1.3M and bringing the position to 51,760 shares worth $5.37M. The position accounts for 0.01% of the portfolio, ranked #965.

Wealth Enhancement Advisory Services first reported a position in FRT in Q4 2024 and has held it in 7 quarters since. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 51,760 shares of Federal Realty Investment Trust worth $5.37M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 11,208 Federal Realty Investment Trust shares in Q2 2026, an estimated $1.3M.
  • Federal Realty Investment Trust made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #965 holding.
  • Wealth Enhancement Advisory Services first reported a position in Federal Realty Investment Trust in Q4 2024 and has held it in 7 quarters since.
  • 621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.