BL
FRT icon

BFSG LLC’s Federal Realty Investment Trust FRT Stock Holding History

BFSG LLC’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 		$231K Hold
1,873
– – 0.02% 280
2026
Q1 		$199K Hold
1,873
– – 0.02% 273
2025
Q4 		$189K Hold
1,873
– – 0.02% 276
2025
Q3 		$190K Buy
1,873
+1,059
+130% +$102K 0.02% 278
2025
Q2 		$77.3K Buy
+814
New +$76.9K 0.01% 353

Other funds holding FRT

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
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BFSG LLC's FRT Position: Q2 2026 in Review

BFSG LLC held its Federal Realty Investment Trust (FRT) position steady in Q2 2026 at 1,873 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #280.

BFSG LLC first reported a position in FRT in Q2 2025 and has held it in 5 quarters since. 89 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • BFSG LLC held 1,873 shares of Federal Realty Investment Trust worth $231K as of Q2 2026.
  • BFSG LLC left its Federal Realty Investment Trust share count unchanged in Q2 2026.
  • Federal Realty Investment Trust made up 0.02% of BFSG LLC's portfolio in Q2 2026, its #280 holding.
  • BFSG LLC first reported a position in Federal Realty Investment Trust in Q2 2025 and has held it in 5 quarters since.
  • 89 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.