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

Caerus 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
Q1 		$349K Sell
3,289
-2,059
-39% -$215K 0.15% 141
2025
Q4 		$539K Buy
5,348
+2,889
+117% +$284K 0.17% 134
2025
Q3 		$249K Buy
+2,459
New +$238K 0.1% 229

Other funds holding FRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Caerus Investment Advisors's FRT Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Federal Realty Investment Trust (FRT) stake by 39% in Q1 2026, selling an estimated $215K and leaving 3,289 shares worth $349K. The position accounts for 0.15% of the portfolio, ranked #141.

Caerus Investment Advisors first reported a position in FRT in Q3 2025 and has held it in 3 quarters since. The position peaked at $539K in Q4 2025. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • Caerus Investment Advisors held 3,289 shares of Federal Realty Investment Trust worth $349K as of Q1 2026.
  • Caerus Investment Advisors sold 2,059 Federal Realty Investment Trust shares in Q1 2026, an estimated $215K.
  • Federal Realty Investment Trust made up 0.15% of Caerus Investment Advisors's portfolio in Q1 2026, its #141 holding.
  • Caerus Investment Advisors first reported a position in Federal Realty Investment Trust in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Federal Realty Investment Trust position peaked at $539K in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.