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Wealth Preservation Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Wealth Preservation 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 		– Sell
-117
Closed -$12.4K – 393
2026
Q1 		$12.4K Buy
+117
New +$12.2K 0.01% 382

Other funds holding FRT

BlackRock
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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

Wealth Preservation Advisors's FRT Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Federal Realty Investment Trust (FRT) in Q2 2026, closing a stake of 117 shares — an estimated $12.4K sold.

Wealth Preservation Advisors first reported a position in FRT in Q1 2026 and held it in 1 quarter. The position peaked at $12.4K in Q1 2026. 622 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Federal Realty Investment Trust position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 117 Federal Realty Investment Trust shares in Q2 2026, an estimated $12.4K.
  • Wealth Preservation Advisors first reported a position in Federal Realty Investment Trust in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Federal Realty Investment Trust position peaked at $12.4K in Q1 2026.
  • 622 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.