Prevail Innovative Wealth Advisors Boosts Stake in Federal Realty Investment Trust

The fund increased its holdings in the real estate investment trust by 24.6% in the third quarter.

Published on Mar. 8, 2026

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Prevail Innovative Wealth Advisors LLC raised its holdings in Federal Realty Investment Trust (NYSE:FRT) by 24.6% in the 3rd quarter, increasing its stake to 46,328 shares worth $4.7 million. The move comes as several other large investors have also recently modified their holdings of the real estate investment trust.

Why it matters

Federal Realty Investment Trust is a prominent real estate investment trust that specializes in owning and managing high-quality retail, restaurant, and mixed-use properties. Prevail Innovative Wealth Advisors' increased stake suggests the firm sees value in Federal Realty's portfolio and growth potential.

The details

Prevail Innovative Wealth Advisors acquired an additional 9,160 shares of Federal Realty Investment Trust in the third quarter, bringing its total holdings to 46,328 shares. This represents a 24.6% increase in the firm's stake in the REIT. Several other major investors, including Jones Financial Companies Lllp, Goldman Sachs Group Inc., Empowered Funds LLC, and Envestnet Asset Management Inc., have also made significant adjustments to their Federal Realty positions in recent quarters.

  • Prevail Innovative Wealth Advisors increased its stake in the 3rd quarter of 2026.

The players

Prevail Innovative Wealth Advisors LLC

An investment management firm that raised its holdings in Federal Realty Investment Trust by 24.6% in the 3rd quarter of 2026.

Federal Realty Investment Trust

A real estate investment trust that specializes in owning and managing high-quality retail, restaurant, and mixed-use properties.

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The takeaway

Prevail Innovative Wealth Advisors' increased stake in Federal Realty Investment Trust suggests the firm sees long-term value in the REIT's portfolio and growth potential, even as other major investors have also been adjusting their positions in the company.