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

Capital Performance 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
Q2 		– Sell
-2,174
Closed -$231K – 383
2026
Q1 		$231K Buy
+2,174
New +$227K 0.02% 397
2024
Q4 		– Sell
-39
Closed -$4.48K – 1085
2024
Q3 		$4.48K Buy
+39
New +$4.35K ﹤0.01% 1163

Other funds holding FRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Capital Performance Advisors sold out of Federal Realty Investment Trust (FRT) in Q2 2026, closing a stake of 2,174 shares — an estimated $231K sold.

Capital Performance Advisors first reported a position in FRT in Q3 2024 and held it in 2 quarters. The position peaked at $231K in Q1 2026. 620 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Capital Performance Advisors reported no remaining Federal Realty Investment Trust position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 2,174 Federal Realty Investment Trust shares in Q2 2026, an estimated $231K.
  • Capital Performance Advisors first reported a position in Federal Realty Investment Trust in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's Federal Realty Investment Trust position peaked at $231K in Q1 2026.
  • 620 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.