BFIM
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Beese Fulmer Investment Management’s Federal Realty Investment Trust FRT Stock Holding History

Beese Fulmer Investment 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 		$235K Buy
+1,907
New +$222K 0.01% 349

Other funds holding FRT

VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Robeco Institutional Asset Management
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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Beese Fulmer Investment Management's FRT Position: Q2 2026 in Review

Beese Fulmer Investment Management opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 1,907 shares worth $235K. The stake represents 0.01% of the portfolio and ranks #349 among its holdings.

186 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Beese Fulmer Investment Management held 1,907 shares of Federal Realty Investment Trust worth $235K as of Q2 2026.
  • Federal Realty Investment Trust was a new Beese Fulmer Investment Management position in Q2 2026.
  • Federal Realty Investment Trust made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #349 holding.
  • 186 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.