WANY
FRT icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return