Burk Holdings’s Federal Realty Investment Trust FRT Stock Holding History

Burk Holdings’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	$1.6K	Hold	13	–	–	﹤0.01%	537
2026 Q1	$1.38K	Buy	+13	New	+$1.36K	﹤0.01%	569

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

Burk Holdings's FRT Position: Q2 2026 in Review

Burk Holdings held its Federal Realty Investment Trust (FRT) position steady in Q2 2026 at 13 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Burk Holdings first reported a position in FRT in Q1 2026 and has held it in 2 quarters since. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Burk Holdings held 13 shares of Federal Realty Investment Trust worth $1.6K as of Q2 2026.
Burk Holdings left its Federal Realty Investment Trust share count unchanged in Q2 2026.
Federal Realty Investment Trust made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #537 holding.
Burk Holdings first reported a position in Federal Realty Investment Trust in Q1 2026 and has held it in 2 quarters since.
621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.