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Wealthspire Advisors (New York)’s Federal Realty Investment Trust FRT Stock Holding History

Wealthspire Advisors (New York)’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 		$320K Sell
2,593
-260
-9% -$30.3K ﹤0.01% 971
2026
Q1 		$303K Buy
2,853
+316
+12% +$33K ﹤0.01% 718
2025
Q4 		$256K Buy
2,537
+171
+7% +$16.8K ﹤0.01% 869
2025
Q3 		$240K Sell
2,366
-746
-24% -$72.1K ﹤0.01% 738
2025
Q2 		$296K Buy
3,112
+173
+6% +$16.3K ﹤0.01% 670
2025
Q1 		$287K Sell
2,939
-1
-0% -$104 ﹤0.01% 650
2024
Q4 		$329K Buy
2,940
+7
+0.2% +$791 ﹤0.01% 630
2024
Q3 		$337K Buy
+2,933
New +$327K ﹤0.01% 596
2024
Q1 		– Sell
-2,081
Closed -$215K – 653
2023
Q4 		$215K Sell
2,081
-3,394
-62% -$320K ﹤0.01% 600
2023
Q3 		$497K Buy
5,475
+619
+13% +$61K 0.01% 393
2023
Q2 		$471K Sell
4,856
-2
-0% -$188 0.01% 373
2023
Q1 		$481K Sell
4,858
-124
-2% -$13K 0.01% 363
2022
Q4 		$504K Buy
4,982
+135
+3% +$13.7K 0.01% 364
2022
Q3 		$438K Buy
+4,847
New +$492K 0.01% 357
2021
Q2 		– Sell
-2,727
Closed -$277K – 486
2021
Q1 		$277K Buy
+2,727
New +$263K 0.01% 576

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

Wealthspire Advisors (New York)'s FRT Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Federal Realty Investment Trust (FRT) stake by 9.1% in Q2 2026, selling an estimated $30.3K and leaving 2,593 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Wealthspire Advisors (New York) first reported a position in FRT in Q1 2021 and has held it in 15 quarters since. The position peaked at $504K in Q4 2022. 623 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Wealthspire Advisors (New York) held 2,593 shares of Federal Realty Investment Trust worth $320K as of Q2 2026.
  • Wealthspire Advisors (New York) sold 260 Federal Realty Investment Trust shares in Q2 2026, an estimated $30.3K.
  • Federal Realty Investment Trust made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #971 holding.
  • Wealthspire Advisors (New York) first reported a position in Federal Realty Investment Trust in Q1 2021 and has held it in 15 quarters since.
  • Wealthspire Advisors (New York)'s Federal Realty Investment Trust position peaked at $504K in Q4 2022.
  • 623 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.