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Xcel Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Xcel Wealth Management’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 		$2.24M Sell
18,179
-6,772
-27% -$788K 0.54% 43
2026
Q1 		$2.65M Sell
24,951
-6,604
-21% -$690K 0.73% 36
2025
Q4 		$3.18M Sell
31,555
-4,528
-13% -$446K 0.81% 30
2025
Q3 		$3.66M Sell
36,083
-320
-0.9% -$30.9K 0.95% 29
2025
Q2 		$3.46M Sell
36,403
-267
-0.7% -$25.2K 0.98% 30
2025
Q1 		$3.59M Sell
36,670
-565
-2% -$58.7K 1.12% 27
2024
Q4 		$4.17M Buy
37,235
+8
+0% +$904 1.16% 25
2024
Q3 		$4.28M Sell
37,227
-2,860
-7% -$319K 1.25% 22
2024
Q2 		$4.05M Sell
40,087
-103
-0.3% -$10.4K 1.27% 25
2024
Q1 		$4.1M Sell
40,190
-575
-1% -$58.1K 1.28% 21
2023
Q4 		$4.2M Sell
40,765
-247
-0.6% -$23.3K 1.47% 20
2023
Q3 		$3.72M Sell
41,012
-1,075
-3% -$106K 1.47% 20
2023
Q2 		$4.07M Buy
42,087
+1,610
+4% +$151K 1.29% 21
2023
Q1 		$4M Buy
40,477
+2,605
+7% +$272K 1.41% 20
2022
Q4 		$3.83M Buy
37,872
+2,650
+8% +$268K 1.51% 20
2022
Q3 		$3.17M Buy
+35,222
New +$3.58M 1.18% 27
2022
Q2 		– Sell
-1,650
Closed -$201K – 131
2022
Q1 		$201K Hold
1,650
– – 0.06% 136
2021
Q4 		$225K Buy
+1,650
New +$209K 0.06% 138

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 $3.37T 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

Xcel Wealth Management's FRT Position: Q2 2026 in Review

Xcel Wealth Management reduced its Federal Realty Investment Trust (FRT) stake by 27% in Q2 2026, selling an estimated $788K and leaving 18,179 shares worth $2.24M. The position accounts for 0.54% of the portfolio, ranked #43.

Xcel Wealth Management first reported a position in FRT in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.28M in Q3 2024. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Xcel Wealth Management held 18,179 shares of Federal Realty Investment Trust worth $2.24M as of Q2 2026.
  • Xcel Wealth Management sold 6,772 Federal Realty Investment Trust shares in Q2 2026, an estimated $788K.
  • Federal Realty Investment Trust made up 0.54% of Xcel Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Xcel Wealth Management first reported a position in Federal Realty Investment Trust in Q4 2021 and has held it in 18 quarters since.
  • Xcel Wealth Management's Federal Realty Investment Trust position peaked at $4.28M in Q3 2024.
  • 621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.