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 Q3	–	Sell	-8,639	Closed	-$1.07M	–	1190
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Belpointe Asset Management's FRT Position: Q3 2026 in Review

Belpointe Asset Management sold out of Federal Realty Investment Trust (FRT) in Q3 2026, closing a stake of 8,639 shares — an estimated $1.07M sold.

Belpointe Asset Management first reported a position in FRT in Q1 2022 and held it in 7 quarters. The position peaked at $1.07M in Q2 2026. 318 funds tracked by Wall St. Rank hold FRT as of Q3 2026.

Belpointe Asset Management reported no remaining Federal Realty Investment Trust position as of Q3 2026 after selling out during the quarter.
Belpointe Asset Management sold 8,639 Federal Realty Investment Trust shares in Q3 2026, an estimated $1.07M.
Belpointe Asset Management first reported a position in Federal Realty Investment Trust in Q1 2022 and held it in 7 quarters.
Belpointe Asset Management's Federal Realty Investment Trust position peaked at $1.07M in Q2 2026.
318 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.