West Paces Advisors’s Federal Realty Investment Trust FRT Stock Holding History

West Paces 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 Q3	$2.27K	Hold	21	–	–	﹤0.01%	561
2026 Q2	$2.59K	Buy	+21	New	+$2.44K	﹤0.01%	552
2023 Q3	–	Sell	-77	Closed	-$7.45K	–	543
2023 Q2	$7.45K	Hold	77	–	–	﹤0.01%	391
2023 Q1	$7.61K	Buy	+77	New	+$8.05K	﹤0.01%	390
2017 Q1	–	Sell	-9	Closed	-$1.24K	–	520
2016 Q4	$1.28K	Buy	+9	New	+$1.28K	﹤0.01%	509

Other funds holding FRT

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

West Paces Advisors's FRT Position: Q3 2026 in Review

West Paces Advisors held its Federal Realty Investment Trust (FRT) position steady in Q3 2026 at 21 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

West Paces Advisors first reported a position in FRT in Q4 2016 and has held it in 5 quarters since. The position peaked at $7.61K in Q1 2023. 110 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

West Paces Advisors held 21 shares of Federal Realty Investment Trust worth $2.27K as of Q3 2026.
West Paces Advisors left its Federal Realty Investment Trust share count unchanged in Q3 2026.
Federal Realty Investment Trust made up ﹤0.01% of West Paces Advisors's portfolio in Q3 2026, its #561 holding.
West Paces Advisors first reported a position in Federal Realty Investment Trust in Q4 2016 and has held it in 5 quarters since.
West Paces Advisors's Federal Realty Investment Trust position peaked at $7.61K in Q1 2023.
110 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.