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 Q3	$4.12K	Sell	38 -25	-40%	-$2.96K	﹤0.01%	430
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	$12.6K	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

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Aspect Partners's FRT Position: Q3 2026 in Review

Aspect Partners reduced its Federal Realty Investment Trust (FRT) stake by 40% in Q3 2026, selling an estimated $2.96K and leaving 38 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Aspect Partners first reported a position in FRT in Q4 2023 and has held it in 8 quarters since. The position peaked at $13K in Q3 2024. 110 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

Aspect Partners held 38 shares of Federal Realty Investment Trust worth $4.12K as of Q3 2026.
Aspect Partners sold 25 Federal Realty Investment Trust shares in Q3 2026, an estimated $2.96K.
Federal Realty Investment Trust made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #430 holding.
Aspect Partners first reported a position in Federal Realty Investment Trust in Q4 2023 and has held it in 8 quarters since.
Aspect Partners's Federal Realty Investment Trust position peaked at $13K in Q3 2024.
110 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.