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Planning Strategies Inc.’s Federal Realty Investment Trust FRT Stock Holding History

Planning Strategies Inc.’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 		$12.8K Buy
+104
New +$12.1K 0.01% 293

Other funds holding FRT

VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Robeco Institutional Asset Management
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Planning Strategies Inc.'s FRT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 104 shares worth $12.8K. The stake represents 0.01% of the portfolio and ranks #293 among its holdings.

178 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Planning Strategies Inc. held 104 shares of Federal Realty Investment Trust worth $12.8K as of Q2 2026.
  • Federal Realty Investment Trust was a new Planning Strategies Inc. position in Q2 2026.
  • Federal Realty Investment Trust made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #293 holding.
  • 178 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.