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Annis Gardner Whiting Capital Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-7
Closed -$744 – 670
2026
Q1 		$744 Buy
7
+4
+133% +$418 ﹤0.01% 1179
2025
Q4 		$303 Buy
+3
New +$295 ﹤0.01% 1141

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Norges Bank
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Vanguard Capital Management
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RC
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Invesco
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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

Annis Gardner Whiting Capital Advisors's FRT Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Federal Realty Investment Trust (FRT) in Q2 2026, closing a stake of 7 shares — an estimated $744 sold.

Annis Gardner Whiting Capital Advisors first reported a position in FRT in Q4 2025 and held it in 2 quarters. The position peaked at $744 in Q1 2026. 623 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Federal Realty Investment Trust position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 7 Federal Realty Investment Trust shares in Q2 2026, an estimated $744.
  • Annis Gardner Whiting Capital Advisors first reported a position in Federal Realty Investment Trust in Q4 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's Federal Realty Investment Trust position peaked at $744 in Q1 2026.
  • 623 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.