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

Belpointe 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	$1.07M	Buy	+8,639	New	+$1.01M	0.03%	476
2024 Q1	–	Sell	-3,450	Closed	-$356K	–	806
2023 Q4	$356K	Hold	3,450	–	–	0.03%	470
2023 Q3	$313K	Hold	3,450	–	–	0.03%	462
2023 Q2	$334K	Sell	3,450 -1,146	-25%	-$108K	0.04%	412
2023 Q1	$454K	Buy	4,596 +804	+21%	+$84.1K	0.02%	597
2022 Q4	$383K	Buy	+3,792	New	+$384K	0.02%	645
2022 Q2	–	Sell	-1,089	Closed	-$132K	–	1182
2022 Q1	$132K	Buy	+1,089	New	+$134K	0.01%	1088

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

Belpointe Asset Management's FRT Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 8,639 shares worth $1.07M. The stake represents 0.03% of the portfolio and ranks #476 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in FRT as recently as Q4 2023.

Belpointe Asset Management first reported a position in FRT in Q1 2022 and has held it in 7 quarters since. 622 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Belpointe Asset Management held 8,639 shares of Federal Realty Investment Trust worth $1.07M as of Q2 2026.
Federal Realty Investment Trust was a new Belpointe Asset Management position in Q2 2026.
Federal Realty Investment Trust made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #476 holding.
Belpointe Asset Management first reported a position in Federal Realty Investment Trust in Q1 2022 and has held it in 7 quarters since.
622 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.