Aspect Partners’s Federal Realty Investment Trust FRT Stock Holding History

Aspect Partners’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	$7.78K	Buy	+63	New	+$7.33K	﹤0.01%	336
2025 Q2	–	Sell	-113	Closed	-$11.1K	–	635
2025 Q1	$11.1K	Hold	113	–	–	0.01%	251
2024 Q4	$12.7K	Hold	113	–	–	0.01%	256
2024 Q3	$13K	Sell	113 -11	-9%	-$1.23K	0.01%	239
2024 Q2	$12.5K	Hold	124	–	–	0.01%	236
2024 Q1	$12.7K	Hold	124	–	–	0.01%	243
2023 Q4	$12.8K	Buy	+124	New	+$11.7K	0.01%	225

Other funds holding FRT

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Aspect Partners's FRT Position: Q2 2026 in Review

Aspect Partners opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 63 shares worth $7.78K. The stake represents ﹤0.01% of the portfolio and ranks #336 among its holdings. This is a return to the name: Aspect Partners previously reported a position in FRT as recently as Q1 2025.

Aspect Partners first reported a position in FRT in Q4 2023 and has held it in 7 quarters since. The position peaked at $13K in Q3 2024. 107 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Aspect Partners held 63 shares of Federal Realty Investment Trust worth $7.78K as of Q2 2026.
Federal Realty Investment Trust was a new Aspect Partners position in Q2 2026.
Federal Realty Investment Trust made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #336 holding.
Aspect Partners first reported a position in Federal Realty Investment Trust in Q4 2023 and has held it in 7 quarters since.
Aspect Partners's Federal Realty Investment Trust position peaked at $13K in Q3 2024.
107 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.