A detailed history of True Wealth Design, LLC transactions in Federal Realty Investment Trust stock. As of the latest transaction made, True Wealth Design, LLC holds 268 shares of FRT stock, worth $26,004. This represents 0.01% of its overall portfolio holdings.

Number of Shares
268
Previous 142 88.73%
Holding current value
$26,004
Previous $14.3 Million 88.04%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026

BUY
$94.87 - $101.3 $11,953 - $12,763
126 Added 88.73%
268 $27 Million
Q3 2025

Oct 21, 2025

BUY
$90.61 - $102.67 $12,232 - $13,860
135 Added 1928.57%
142 $14.3 Million
Q2 2025

Aug 06, 2025

BUY
$83.56 - $99.08 $584 - $693
7 New
7 $665,000

Others Institutions Holding FRT

About FEDERAL REALTY INVESTMENT TRUST


  • Ticker FRT
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 80,908,200
  • Market Cap $7.85B
  • Description
  • Federal Realty is a recognized leader in the ownership, operation and redevelopment of high-quality retail-based properties located primarily in major coastal markets from Washington, D.C. to Boston as well as San Francisco and Los Angeles. Founded in 1962, Federal Realty's mission is to deliver long-term, sustainable growth through investing in...
More about FRT
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