Atria Investments’s Federal Realty Investment Trust FRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$625K Sell
5,884
-594
-9% -$62.1K 0.01% 1323
2025
Q4
$653K Sell
6,478
-1,406
-18% -$138K 0.01% 1294
2025
Q3
$799K Sell
7,884
-6,934
-47% -$670K 0.01% 1168
2025
Q2
$1.41M Buy
+14,818
New +$1.4M 0.02% 882

Other funds holding FRT

Atria Investments's FRT Position: Q1 2026 in Review

Atria Investments reduced its Federal Realty Investment Trust (FRT) stake by 9.2% in Q1 2026, selling an estimated $62.1K and leaving 5,884 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #1323.

Atria Investments first reported a position in FRT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.41M in Q2 2025. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • Atria Investments held 5,884 shares of Federal Realty Investment Trust worth $625K as of Q1 2026.
  • Atria Investments sold 594 Federal Realty Investment Trust shares in Q1 2026, an estimated $62.1K.
  • Federal Realty Investment Trust made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1323 holding.
  • Atria Investments first reported a position in Federal Realty Investment Trust in Q2 2025 and has held it in 4 quarters since.
  • Atria Investments's Federal Realty Investment Trust position peaked at $1.41M in Q2 2025.
  • 556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.