CAL
FRT icon

Capital Advisors Ltd’s Federal Realty Investment Trust FRT Stock Holding History

Capital Advisors Ltd’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 		$0 Hold
2
– – ﹤0.01% 1443
2026
Q1 		$0 Hold
2
– – ﹤0.01% 1448
2025
Q4 		$0 Hold
2
– – ﹤0.01% 1425
2025
Q3 		$0 Hold
2
– – ﹤0.01% 1429
2025
Q2 		$0 Buy
+2
New +$189 ﹤0.01% 1439

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Capital Advisors Ltd's FRT Position: Q2 2026 in Review

Capital Advisors Ltd held its Federal Realty Investment Trust (FRT) position steady in Q2 2026 at 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

Capital Advisors Ltd first reported a position in FRT in Q2 2025 and has held it in 5 quarters since. 98 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Capital Advisors Ltd held 2 shares of Federal Realty Investment Trust worth $0 as of Q2 2026.
  • Capital Advisors Ltd left its Federal Realty Investment Trust share count unchanged in Q2 2026.
  • Federal Realty Investment Trust made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1443 holding.
  • Capital Advisors Ltd first reported a position in Federal Realty Investment Trust in Q2 2025 and has held it in 5 quarters since.
  • 98 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.