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 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

West Paces Advisors's FRT Position: Q2 2026 in Review

West Paces Advisors opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 21 shares worth $2.59K. The stake represents ﹤0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in FRT as recently as Q2 2023.

West Paces Advisors first reported a position in FRT in Q4 2016 and has held it in 4 quarters since. The position peaked at $7.61K in Q1 2023. 89 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

West Paces Advisors held 21 shares of Federal Realty Investment Trust worth $2.59K as of Q2 2026.
Federal Realty Investment Trust was a new West Paces Advisors position in Q2 2026.
Federal Realty Investment Trust made up ﹤0.01% of West Paces Advisors's portfolio in Q2 2026, its #552 holding.
West Paces Advisors first reported a position in Federal Realty Investment Trust in Q4 2016 and has held it in 4 quarters since.
West Paces Advisors's Federal Realty Investment Trust position peaked at $7.61K in Q1 2023.
89 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.