BIA
FRT icon

Bell Investment Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Bell Investment Advisors’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 		$5.06K Sell
41
-6
-13% -$698 ﹤0.01% 971
2026
Q1 		$4.99K Hold
47
– – ﹤0.01% 958
2025
Q4 		$4.74K Sell
47
-18
-28% -$1.77K ﹤0.01% 988
2025
Q3 		$6.59K Hold
65
– – ﹤0.01% 802
2025
Q2 		$6.17K Hold
65
– – ﹤0.01% 890
2025
Q1 		$6.36K Sell
65
-5
-7% -$520 ﹤0.01% 802
2024
Q4 		$7.84K Sell
70
-4
-5% -$452 ﹤0.01% 707
2024
Q3 		$8.51K Sell
74
-5
-6% -$558 ﹤0.01% 684
2024
Q2 		$7.98K Buy
79
+21
+36% +$2.12K ﹤0.01% 695
2024
Q1 		$5.92K Hold
58
– – ﹤0.01% 835
2023
Q4 		$5.98K Sell
58
-8
-12% -$755 ﹤0.01% 781
2023
Q3 		$5.98K Sell
66
-6
-8% -$591 ﹤0.01% 717
2023
Q2 		$6.97K Buy
72
+18
+33% +$1.69K ﹤0.01% 652
2023
Q1 		$5.34K Buy
54
+10
+23% +$1.05K ﹤0.01% 751
2022
Q4 		$4.45K Buy
44
+17
+63% +$1.72K ﹤0.01% 868
2022
Q3 		$2K Sell
27
-12
-31% -$1.22K ﹤0.01% 1103
2022
Q2 		$4K Buy
+39
New +$4.38K ﹤0.01% 796
2021
Q4 		– Sell
-41
Closed -$5K – 1841
2021
Q3 		$5K Buy
+41
New +$4.86K ﹤0.01% 704

Other funds holding FRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bell Investment Advisors's FRT Position: Q2 2026 in Review

Bell Investment Advisors reduced its Federal Realty Investment Trust (FRT) stake by 13% in Q2 2026, selling an estimated $698 and leaving 41 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Bell Investment Advisors first reported a position in FRT in Q3 2021 and has held it in 18 quarters since. The position peaked at $8.51K in Q3 2024. 623 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Bell Investment Advisors held 41 shares of Federal Realty Investment Trust worth $5.06K as of Q2 2026.
  • Bell Investment Advisors sold 6 Federal Realty Investment Trust shares in Q2 2026, an estimated $698.
  • Federal Realty Investment Trust made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #971 holding.
  • Bell Investment Advisors first reported a position in Federal Realty Investment Trust in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Federal Realty Investment Trust position peaked at $8.51K in Q3 2024.
  • 623 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.