AlTi Global’s Federal Realty Investment Trust FRT Stock Holding History

AlTi Global’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	$2M	Sell	16,232 -7	-0%	-$814	0.04%	180
2026 Q1	$1.72M	Sell	16,239 -2,169	-12%	-$227K	0.04%	174
2025 Q4	$1.86M	Sell	18,408 -23	-0.1%	-$2.27K	0.04%	169
2025 Q3	$1.87M	Buy	18,431 +127	+0.7%	+$12.3K	0.04%	172
2025 Q2	$1.74M	Sell	18,304 -110	-0.6%	-$10.4K	0.04%	172
2025 Q1	$1.8M	Sell	18,414 -4,249	-19%	-$441K	0.05%	151
2024 Q4	$2.54M	Hold	22,663	–	–	0.06%	129
2024 Q3	$2.61M	Sell	22,663 -2	-0%	-$223	0.06%	131
2024 Q2	$2.31M	Hold	22,665	–	–	0.06%	136
2024 Q1	$2.34M	Buy	22,665 +146	+0.6%	+$14.8K	0.07%	131
2023 Q4	$2.35M	Buy	+22,519	New	+$2.12M	0.07%	117

Other funds holding FRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

AlTi Global's FRT Position: Q2 2026 in Review

AlTi Global reduced its Federal Realty Investment Trust (FRT) stake by 0.04% in Q2 2026, selling an estimated $814 and leaving 16,232 shares worth $2M. The position accounts for 0.04% of the portfolio, ranked #180.

AlTi Global first reported a position in FRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.61M in Q3 2024. 297 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

AlTi Global held 16,232 shares of Federal Realty Investment Trust worth $2M as of Q2 2026.
AlTi Global sold 7 Federal Realty Investment Trust shares in Q2 2026, an estimated $814.
Federal Realty Investment Trust made up 0.04% of AlTi Global's portfolio in Q2 2026, its #180 holding.
AlTi Global first reported a position in Federal Realty Investment Trust in Q4 2023 and has held it in 11 quarters since.
AlTi Global's Federal Realty Investment Trust position peaked at $2.61M in Q3 2024.
297 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.