Baker Avenue Asset Management’s Federal Realty Investment Trust FRT Stock Holding History

Baker Avenue Asset Management’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	$582K	Buy	4,717 +1,809	+62%	+$210K	0.01%	445
2026 Q1	$309K	Buy	+2,908	New	+$304K	0.01%	601
2023 Q4	–	Sell	-12	Closed	-$1.09K	–	777
2023 Q3	$1.09K	Buy	12 +7	+140%	+$690	﹤0.01%	1254
2023 Q2	$484	Hold	5	–	–	﹤0.01%	1423
2023 Q1	$494	Hold	5	–	–	﹤0.01%	1437
2022 Q4	$505	Buy	+5	New	+$506	﹤0.01%	1312

Other funds holding FRT

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baker Avenue Asset Management's FRT Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Federal Realty Investment Trust (FRT) stake by 62% in Q2 2026, buying an estimated $210K and bringing the position to 4,717 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #445.

Baker Avenue Asset Management first reported a position in FRT in Q4 2022 and has held it in 6 quarters since. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Baker Avenue Asset Management held 4,717 shares of Federal Realty Investment Trust worth $582K as of Q2 2026.
Baker Avenue Asset Management bought 1,809 Federal Realty Investment Trust shares in Q2 2026, an estimated $210K.
Federal Realty Investment Trust made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #445 holding.
Baker Avenue Asset Management first reported a position in Federal Realty Investment Trust in Q4 2022 and has held it in 6 quarters since.
621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.